+12.9%
TQQQ vs VIK
+55.4%
-42.5%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +6.2% | -3.4% | -1.2% |
| 7D | -14.0% | +5.4% | -19.4% | -16.9% |
| 30D | -25.1% | +12.5% | -37.6% | -30.6% |
| 3M | -16.7% | -15.2% | -1.4% | -7.7% |
| 6M | -3.7% | +15.4% | -19.1% | -13.2% |
| YTD | +18.8% | +27.7% | -8.9% | -0.7% |
| 1Y | +12.9% | +59.7% | -46.8% | -13.7% |
| All | +12.9% | +55.4% | -42.5% | -13.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VIK.
Daily Out/Under-Performance
Portfolio return minus VIK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIK 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 VIK 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