+1,450.1%
QLD price history and return analytics
+217.6%
+1,232.4%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.7% | -0.1% |
| 7D | -3.8% | -0.1% | -3.6% | -2.7% |
| 30D | -20.5% | -3.1% | -17.5% | -13.4% |
| 3M | -14.6% | -3.5% | -11.1% | -5.7% |
| 6M | -14.7% | +0.5% | -15.1% | -12.5% |
| YTD | +11.2% | +10.8% | +0.4% | -8.6% |
| 1Y | +7.1% | +11.9% | -4.8% | -13.7% |
| 3Y | +141.1% | +73.0% | +68.1% | -23.0% |
| 5Y | +84.3% | +58.6% | +25.7% | -17.2% |
| 10Y | +1,450.1% | +219.2% | +1,230.9% | +100.6% |
| All | +1,450.1% | +217.6% | +1,232.4% | +100.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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