+12.9%
TQQQ vs VCIT
-0.8%
+13.7%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.6% | +2.2% | -0.1% |
| 7D | -14.0% | +0.4% | -14.4% | -15.9% |
| 30D | -25.1% | +2.2% | -27.3% | -33.9% |
| 3M | -16.7% | -1.8% | -14.8% | -5.7% |
| 6M | -3.7% | -1.6% | -2.1% | +9.2% |
| YTD | +18.8% | -1.7% | +20.5% | +32.5% |
| 1Y | +12.9% | -0.8% | +13.7% | +24.2% |
| All | +12.9% | -0.8% | +13.7% | +24.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling