+195.0%
TQQQ vs VLTO
+70.6%
+124.4%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +0.6% | -4.3% | -4.1% |
| 7D | +10.4% | +1.0% | +9.4% | +9.7% |
| 30D | -22.2% | +17.5% | -39.7% | -31.4% |
| 3M | -25.1% | +21.4% | -46.5% | -35.9% |
| 6M | -25.0% | +38.1% | -63.1% | -44.7% |
| YTD | +10.1% | +19.0% | -9.0% | -4.9% |
| 1Y | +11.0% | +20.7% | -9.6% | -6.3% |
| 3Y | +195.0% | +64.3% | +130.7% | +126.5% |
| All | +195.0% | +70.6% | +124.4% | +126.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling