+58.5%
TQQQ vs VCIT
+4.3%
+54.2%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | 0.0% | +6.8% | +6.8% |
| 7D | -2.9% | -0.5% | -2.4% | -1.4% |
| 30D | -24.1% | +1.5% | -25.5% | -28.3% |
| 3M | -17.1% | -1.0% | -16.2% | -14.7% |
| 6M | -21.1% | -1.7% | -19.5% | -16.0% |
| YTD | +15.3% | -1.4% | +16.7% | +22.6% |
| 1Y | +8.9% | -0.9% | +9.9% | +14.5% |
| 3Y | +206.3% | +19.8% | +186.5% | +68.5% |
| 5Y | +58.5% | +4.6% | +53.9% | +17.2% |
| All | +58.5% | +4.3% | +54.2% | +17.2% |
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 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