+12.9%
TQQQ vs VRT
+12.3%
+0.6%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -12.9% | +15.7% | +9.2% |
| 7D | -14.0% | -15.4% | +1.4% | -7.0% |
| 30D | -25.1% | -19.0% | -6.2% | -17.6% |
| 3M | -16.7% | -23.8% | +7.2% | -6.3% |
| 6M | -3.7% | -37.9% | +34.2% | +19.3% |
| YTD | +18.8% | +27.0% | -8.2% | +0.9% |
| 1Y | +12.9% | +13.8% | -0.9% | +2.9% |
| All | +12.9% | +12.3% | +0.6% | +2.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VRT.
Daily Out/Under-Performance
Portfolio return minus VRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRT 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 1y: compounded portfolio wealth divided by compounded VRT 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…
1y analysis · Full analysis span regression · 6 months rolling