+105.2%
TQQQ vs VGT
+136.3%
-31.1%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.2% | +1.4% | -0.5% |
| 7D | -1.9% | -0.2% | -1.8% | -1.5% |
| 30D | -4.9% | -0.4% | -4.4% | -3.7% |
| 3M | -6.4% | +4.4% | -10.8% | -14.1% |
| 6M | +44.4% | +32.1% | +12.3% | -26.1% |
| YTD | +35.2% | +28.8% | +6.4% | -25.8% |
| 1Y | +49.5% | +35.3% | +14.2% | -26.6% |
| 3Y | +250.7% | +124.8% | +126.0% | -46.7% |
| All | +105.2% | +136.3% | -31.1% | -61.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VGT.
Daily Out/Under-Performance
Portfolio return minus VGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VGT 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 VGT 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