+158.0%
VEA vs QLD
+1,470.2%
-1,312.2%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +6.8% | -3.9% | +0.9% |
| 7D | +0.4% | -1.4% | +1.8% | +0.6% |
| 30D | -0.7% | -19.6% | +18.9% | +5.4% |
| 3M | -3.9% | -14.1% | +10.3% | -0.1% |
| 6M | -0.6% | -13.6% | +13.1% | +2.5% |
| YTD | +12.9% | +12.5% | +0.4% | +7.5% |
| 1Y | +18.4% | +13.1% | +5.2% | +12.3% |
| 3Y | +75.3% | +154.7% | -79.5% | +26.0% |
| 5Y | +54.3% | +81.1% | -26.8% | +15.6% |
| 10Y | +158.0% | +1,418.0% | -1,259.9% | -5.6% |
| All | +158.0% | +1,470.2% | -1,312.2% | -5.6% |
Cumulative growth
Daily Returns
Daily percentage return beside QLD.
Daily Out/Under-Performance
Portfolio return minus QLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QLD 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 QLD 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