+244.2%
TQQQ vs VLTO
+55.4%
+188.9%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.1% | +0.2% | -0.2% |
| 7D | +18.6% | +0.8% | +17.8% | +18.1% |
| 30D | -24.0% | +18.7% | -42.7% | -33.5% |
| 3M | -19.6% | +21.7% | -41.3% | -31.2% |
| 6M | -19.8% | +35.8% | -55.6% | -39.5% |
| YTD | +14.3% | +18.3% | -4.0% | -0.9% |
| 1Y | +8.2% | +20.9% | -12.7% | -9.1% |
| 3Y | +203.4% | +68.8% | +134.6% | +112.2% |
| All | +244.2% | +55.4% | +188.9% | +154.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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