+349.8%
VZ vs QLD
+8,245.8%
-7,896.0%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.9% | +0.2% | +1.7% |
| 7D | +6.9% | -9.4% | +16.3% | +8.8% |
| 30D | +2.3% | -17.1% | +19.3% | +5.6% |
| 3M | 0.0% | -10.4% | +10.4% | +1.5% |
| 6M | +0.2% | +0.7% | -0.5% | -1.6% |
| YTD | +20.9% | +17.7% | +3.2% | +14.2% |
| 1Y | +25.2% | +14.7% | +10.6% | +18.7% |
| 3Y | +55.9% | +169.6% | -113.8% | +17.3% |
| 5Y | +22.6% | +86.7% | -64.1% | -5.4% |
| 10Y | +68.6% | +1,600.8% | -1,532.1% | -38.7% |
| All | +349.8% | +8,245.8% | -7,896.0% | -24.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling