+1,351.8%
QLD price history and return analytics
+215.5%
+1,136.3%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.2% | +2.3% | +2.0% |
| 7D | -10.3% | -2.3% | -7.9% | -4.5% |
| 30D | -26.1% | -5.0% | -21.1% | -15.6% |
| 3M | -17.8% | -4.9% | -12.9% | -6.1% |
| 6M | -15.6% | -1.5% | -14.0% | -9.3% |
| YTD | +5.4% | +8.5% | -3.1% | -9.1% |
| 1Y | +5.2% | +11.4% | -6.1% | -14.3% |
| 3Y | +139.4% | +70.1% | +69.4% | -20.5% |
| 5Y | +66.7% | +53.7% | +13.0% | -19.6% |
| All | +1,351.8% | +215.5% | +1,136.3% | +91.3% |
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