+62.6%
QLD vs VXUS
+42.9%
+19.7%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.7% | -3.7% | -9.1% | -4.8% |
| 7D | -18.6% | -3.4% | -15.2% | -11.6% |
| 30D | -28.3% | -5.8% | -22.5% | -17.7% |
| 3M | -20.4% | -6.4% | -14.0% | -7.3% |
| 6M | -14.3% | -2.5% | -11.8% | -7.1% |
| YTD | +2.8% | +7.9% | -5.1% | -11.2% |
| 1Y | -1.2% | +11.5% | -12.7% | -20.4% |
| 3Y | +135.3% | +63.4% | +71.9% | -17.1% |
| 5Y | +62.6% | +42.9% | +19.7% | -12.1% |
| All | +62.6% | +42.9% | +19.7% | -12.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VXUS.
Daily Out/Under-Performance
Portfolio return minus VXUS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VXUS 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 5y: compounded portfolio wealth divided by compounded VXUS 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…
5y analysis · Full analysis span regression · 6 months rolling