+2,876.9%
TQQQ vs VLO
+946.8%
+1,930.1%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.3% | +1.3% | +1.9% |
| 7D | -1.9% | +5.3% | -7.2% | -4.6% |
| 30D | -4.9% | +18.2% | -23.1% | -13.0% |
| 3M | -6.4% | +53.3% | -59.7% | -26.4% |
| 6M | +44.4% | +70.4% | -26.0% | +4.2% |
| YTD | +35.2% | +143.4% | -108.2% | -21.6% |
| 1Y | +49.5% | +153.0% | -103.5% | -15.7% |
| 3Y | +250.7% | +195.0% | +55.8% | +75.5% |
| 5Y | +104.7% | +618.8% | -514.1% | -44.2% |
| All | +2,876.9% | +946.8% | +1,930.1% | +597.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VLO.
Daily Out/Under-Performance
Portfolio return minus VLO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLO 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 10y: compounded portfolio wealth divided by compounded VLO 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…
10y analysis · Full analysis span regression · 6 months rolling