-94.8%
SQQQ vs VUG
+77.1%
-171.9%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.9% | -3.5% | +0.2% |
| 7D | +1.8% | -0.5% | +2.3% | +0.4% |
| 30D | +4.2% | -1.0% | +5.1% | +1.9% |
| 3M | -3.3% | +3.5% | -6.8% | +13.6% |
| 6M | -43.6% | +14.2% | -57.8% | -5.3% |
| YTD | -41.9% | +8.5% | -50.4% | -14.0% |
| 1Y | -50.6% | +12.9% | -63.5% | -13.9% |
| 3Y | -89.3% | +85.6% | -174.9% | +37.3% |
| All | -94.8% | +77.1% | -171.9% | +32.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VUG.
Daily Out/Under-Performance
Portfolio return minus VUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VUG 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 VUG 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