+68.4%
TQQQ vs VG
-38.0%
+106.4%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.1% | -2.4% | -0.6% |
| 7D | +4.4% | -2.5% | +6.9% | +4.7% |
| 30D | -3.1% | +11.1% | -14.2% | -4.6% |
| 3M | -5.2% | +14.9% | -20.0% | -8.0% |
| 6M | +52.4% | +18.4% | +34.0% | +39.5% |
| YTD | +37.4% | +116.6% | -79.2% | +1.9% |
| 1Y | +56.0% | +9.4% | +46.6% | +42.8% |
| All | +68.4% | -38.0% | +106.4% | +49.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling