+12.9%
TQQQ vs VIG
+19.5%
-6.6%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +2.1% | +0.7% | -4.3% |
| 7D | -14.0% | +2.7% | -16.7% | -21.7% |
| 30D | -25.1% | +7.0% | -32.1% | -41.3% |
| 3M | -16.7% | +4.0% | -20.7% | -27.4% |
| 6M | -3.7% | +12.3% | -16.0% | -35.5% |
| YTD | +18.8% | +16.4% | +2.4% | -29.4% |
| 1Y | +12.9% | +19.2% | -6.3% | -38.4% |
| All | +12.9% | +19.5% | -6.6% | -38.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 1y: compounded portfolio wealth divided by compounded VIG 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…
1y analysis · Full analysis span regression · 6 months rolling