+1,542.6%
QLD vs VTV
+229.4%
+1,313.2%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.2% | +0.2% |
| 7D | +12.5% | +2.3% | +10.2% | +7.7% |
| 30D | -15.7% | +3.8% | -19.5% | -21.3% |
| 3M | -11.9% | +1.7% | -13.6% | -14.4% |
| 6M | -10.3% | +10.9% | -21.2% | -26.1% |
| YTD | +15.6% | +21.7% | -6.1% | -20.4% |
| 1Y | +12.1% | +23.4% | -11.2% | -24.8% |
| 3Y | +150.7% | +78.0% | +72.7% | -14.1% |
| 5Y | +86.6% | +77.4% | +9.2% | -29.0% |
| All | +1,542.6% | +229.4% | +1,313.2% | +139.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling