+121.0%
QLD price history and return analytics
+66.2%
+54.8%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.4% | +0.4% |
| 7D | +0.6% | +0.4% | +0.1% | -0.6% |
| 30D | -0.1% | +1.0% | -1.1% | -2.5% |
| 3M | -8.4% | +2.4% | -10.7% | -12.0% |
| 6M | +32.2% | +12.0% | +20.2% | +1.3% |
| YTD | +28.9% | +15.3% | +13.6% | -8.3% |
| 1Y | +43.8% | +22.6% | +21.2% | -11.9% |
| 3Y | +176.6% | +74.7% | +101.9% | -26.7% |
| All | +121.0% | +66.2% | +54.8% | -21.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling