+7,796.8%
QLD vs VEU
+192.1%
+7,604.6%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.5% | -0.2% | -0.5% |
| 7D | +0.6% | +1.1% | -0.6% | -1.3% |
| 30D | -0.1% | +2.2% | -2.3% | -3.5% |
| 3M | -8.4% | +3.0% | -11.3% | -11.2% |
| 6M | +32.2% | +10.9% | +21.3% | +14.0% |
| YTD | +28.9% | +18.2% | +10.7% | +0.2% |
| 1Y | +43.8% | +28.3% | +15.6% | -1.5% |
| 3Y | +176.6% | +74.6% | +102.0% | +21.2% |
| 5Y | +121.6% | +56.4% | +65.2% | +26.8% |
| 10Y | +1,652.9% | +153.0% | +1,499.9% | +481.5% |
| All | +7,796.8% | +192.1% | +7,604.6% | +2,608.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded VEU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling