+294.6%
VTI vs QLD
+1,636.2%
-1,341.6%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.2% | -0.4% | -0.5% |
| 7D | +0.6% | +3.0% | -2.3% | -0.5% |
| 30D | -1.1% | -1.8% | +0.7% | -0.5% |
| 3M | +3.9% | -1.8% | +5.7% | +3.7% |
| 6M | +14.6% | +36.9% | -22.3% | +0.1% |
| YTD | +13.3% | +28.7% | -15.4% | +1.1% |
| 1Y | +19.2% | +41.9% | -22.7% | +2.0% |
| 3Y | +77.4% | +184.2% | -106.8% | +11.7% |
| 5Y | +74.0% | +122.1% | -48.1% | +12.4% |
| 10Y | +294.6% | +1,646.5% | -1,351.9% | +4.7% |
| All | +294.6% | +1,636.2% | -1,341.6% | +4.7% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling