+48.2%
TQQQ vs VLTO
-10.5%
+58.8%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.3% | -1.9% | -3.2% |
| 7D | -3.9% | -4.5% | +0.6% | -3.7% |
| 30D | -5.3% | -4.6% | -0.7% | -5.0% |
| 3M | +0.1% | +13.3% | -13.1% | -4.5% |
| 6M | +40.7% | +2.1% | +38.5% | +40.9% |
| YTD | +31.8% | -6.1% | +37.9% | +36.9% |
| 1Y | +48.2% | -11.4% | +59.6% | +55.5% |
| All | +48.2% | -10.5% | +58.8% | +55.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling