-94.7%
SQQQ vs VCIT
+3.8%
-98.5%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.5% |
| 7D | -0.9% | -0.3% | -0.6% | -2.0% |
| 30D | -0.3% | -0.8% | +0.5% | -2.7% |
| 3M | +2.7% | -1.0% | +3.7% | +0.3% |
| 6M | -43.8% | -1.8% | -42.0% | -45.7% |
| YTD | -42.9% | -0.7% | -42.2% | -42.8% |
| 1Y | -53.5% | +1.0% | -54.5% | -50.8% |
| 3Y | -89.4% | +18.8% | -108.3% | -79.9% |
| All | -94.7% | +3.8% | -98.5% | -91.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT 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 VCIT 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