-89.7%
SQQQ vs VLTO
+56.4%
-146.0%
-93.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.6% | +3.1% | +4.2% |
| 7D | -11.0% | +1.0% | -12.0% | -10.3% |
| 30D | +17.9% | +17.5% | +0.5% | +31.0% |
| 3M | +19.5% | +21.4% | -1.9% | +36.2% |
| 6M | +4.2% | +38.1% | -33.9% | +31.4% |
| YTD | -35.6% | +19.0% | -54.6% | -29.3% |
| 1Y | -37.7% | +20.7% | -58.3% | -30.5% |
| 3Y | -88.0% | +64.3% | -152.3% | -81.8% |
| All | -89.7% | +56.4% | -146.0% | -84.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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