+105.2%
TQQQ vs VRSN
+33.8%
+71.3%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.3% | +1.2% | +1.1% |
| 7D | -1.9% | +0.2% | -2.1% | -2.3% |
| 30D | -4.9% | +3.8% | -8.6% | -9.4% |
| 3M | -6.4% | +5.0% | -11.4% | -15.2% |
| 6M | +44.4% | +24.9% | +19.5% | -1.0% |
| YTD | +35.2% | +21.6% | +13.6% | -6.9% |
| 1Y | +49.5% | +2.4% | +47.1% | +31.3% |
| 3Y | +250.7% | +47.3% | +203.4% | +53.1% |
| All | +105.2% | +33.8% | +71.3% | +30.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN 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 VRSN 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