+247.4%
TQQQ vs VLTO
+57.1%
+190.4%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | +0.5% | +6.4% | +6.5% |
| 7D | -2.9% | +1.5% | -4.4% | -3.7% |
| 30D | -24.1% | +20.9% | -45.0% | -34.5% |
| 3M | -17.1% | +21.4% | -38.5% | -28.8% |
| 6M | -21.1% | +37.6% | -58.7% | -41.1% |
| YTD | +15.3% | +19.5% | -4.2% | -0.7% |
| 1Y | +8.9% | +22.0% | -13.1% | -8.9% |
| 3Y | +206.3% | +70.7% | +135.6% | +112.6% |
| All | +247.4% | +57.1% | +190.4% | +155.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling