+310.5%
TQQQ vs VLTO
+25.1%
+285.4%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.8% | 0.0% | -0.2% |
| 7D | +2.8% | -2.6% | +5.4% | +4.9% |
| 30D | -3.0% | -2.5% | -0.6% | -1.3% |
| 3M | -2.7% | +10.1% | -12.8% | -13.0% |
| 6M | +45.4% | +1.0% | +44.4% | +41.0% |
| YTD | +36.3% | -4.8% | +41.0% | +40.2% |
| 1Y | +53.4% | -9.3% | +62.7% | +64.9% |
| All | +310.5% | +25.1% | +285.4% | +260.4% |
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