+40.0%
TQQQ vs VG
-44.1%
+84.1%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +4.7% | -5.7% | -1.5% |
| 7D | +18.6% | +15.1% | +3.5% | +16.6% |
| 30D | -24.0% | -4.2% | -19.8% | -23.8% |
| 3M | -19.6% | -3.1% | -16.5% | -19.7% |
| 6M | -19.8% | +0.3% | -20.1% | -21.4% |
| YTD | +14.3% | +95.5% | -81.2% | -14.5% |
| 1Y | +8.2% | +64.4% | -56.3% | -14.6% |
| All | +40.0% | -44.1% | +84.1% | +25.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling