+9,127.5%
QLD vs VTV
+551.5%
+8,576.0%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.2% | +0.6% | +0.8% |
| 7D | +0.6% | +0.5% | 0.0% | -0.4% |
| 30D | -0.1% | +1.1% | -1.2% | -2.1% |
| 3M | -8.4% | +5.9% | -14.2% | -17.0% |
| 6M | +32.2% | +11.6% | +20.6% | +9.2% |
| YTD | +28.9% | +19.8% | +9.1% | -6.3% |
| 1Y | +43.8% | +26.2% | +17.6% | -4.9% |
| 3Y | +176.6% | +68.5% | +108.1% | +13.7% |
| 5Y | +121.6% | +79.9% | +41.7% | -10.7% |
| 10Y | +1,652.9% | +229.7% | +1,423.2% | +178.9% |
| All | +9,127.5% | +551.5% | +8,576.0% | +411.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling