+14.7%
QLD vs VTV
+28.2%
-13.6%
-23.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.5% | +0.4% | -0.9% |
| 7D | -9.4% | +1.8% | -11.2% | -12.3% |
| 30D | -17.1% | +6.0% | -23.0% | -26.1% |
| 3M | -10.4% | +3.7% | -14.1% | -16.4% |
| 6M | +0.7% | +13.9% | -13.2% | -21.3% |
| YTD | +17.7% | +22.8% | -5.0% | -18.0% |
| 1Y | +14.7% | +27.9% | -13.2% | -25.2% |
| All | +14.7% | +28.2% | -13.6% | -25.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 1y: compounded portfolio wealth divided by compounded VTV 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…
1y analysis · Full analysis span regression · 6 months rolling