+7,013.5%
QLD vs VT
+356.1%
+6,657.4%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | 0.0% | +1.2% | +1.2% |
| 7D | -10.0% | -1.6% | -8.4% | -7.0% |
| 30D | -17.2% | -2.5% | -14.7% | -12.7% |
| 3M | -6.1% | -1.3% | -4.8% | -2.9% |
| 6M | -1.5% | +3.1% | -4.6% | -4.4% |
| YTD | +15.6% | +10.9% | +4.6% | -1.4% |
| 1Y | +7.9% | +12.1% | -4.1% | -9.2% |
| 3Y | +164.7% | +73.9% | +90.8% | +7.5% |
| 5Y | +87.8% | +58.0% | +29.9% | +4.9% |
| 10Y | +1,556.6% | +225.5% | +1,331.1% | +242.8% |
| All | +7,013.5% | +356.1% | +6,657.4% | +1,005.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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