+242.0%
TQQQ vs VO
+54.6%
+187.3%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.9% | -2.4% | -0.4% |
| 7D | -3.9% | -2.5% | -1.4% | +4.1% |
| 30D | -5.3% | -3.2% | -2.0% | +5.4% |
| 3M | +0.1% | +3.9% | -3.8% | -9.2% |
| 6M | +40.7% | +9.6% | +31.0% | +10.6% |
| YTD | +31.8% | +11.6% | +20.2% | -1.5% |
| 1Y | +48.2% | +12.6% | +35.6% | +8.7% |
| All | +242.0% | +54.6% | +187.3% | +22.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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