+9,127.5%
QLD vs VUG
+1,159.1%
+7,968.3%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.5% | +0.8% | +1.3% |
| 7D | +0.6% | -0.1% | +0.7% | +0.8% |
| 30D | -0.1% | -0.3% | +0.2% | +0.6% |
| 3M | -8.4% | -0.7% | -7.7% | -5.5% |
| 6M | +32.2% | +14.6% | +17.6% | +2.4% |
| YTD | +28.9% | +9.0% | +19.9% | +10.9% |
| 1Y | +43.8% | +14.9% | +29.0% | +12.2% |
| 3Y | +176.6% | +86.0% | +90.6% | -13.2% |
| 5Y | +121.6% | +76.7% | +44.9% | -11.4% |
| 10Y | +1,652.9% | +411.3% | +1,241.6% | +1.8% |
| All | +9,127.5% | +1,159.1% | +7,968.3% | +30.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VUG.
Daily Out/Under-Performance
Portfolio return minus VUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VUG 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 VUG 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