+41.3%
TQQQ vs VG
-46.6%
+87.9%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | +5.5% | +1.4% | +6.2% |
| 7D | -2.9% | +5.5% | -8.4% | -3.4% |
| 30D | -24.1% | -3.6% | -20.5% | -23.8% |
| 3M | -17.1% | -4.0% | -13.1% | -17.1% |
| 6M | -21.1% | +9.4% | -30.5% | -24.3% |
| YTD | +15.3% | +86.6% | -71.3% | -13.2% |
| 1Y | +8.9% | +69.5% | -60.6% | -15.8% |
| All | +41.3% | -46.6% | +87.9% | +27.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 10y: compounded portfolio wealth divided by compounded VG 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…
10y analysis · Full analysis span regression · 6 months rolling