+822.2%
TQQQ vs VRT
+2,489.5%
-1,667.3%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +3.6% | -1.0% | +0.2% |
| 7D | -1.9% | -8.4% | +6.4% | +3.3% |
| 30D | -4.9% | -10.9% | +6.0% | +1.7% |
| 3M | -6.4% | -13.7% | +7.3% | +0.4% |
| 6M | +44.4% | -4.1% | +48.5% | +42.8% |
| YTD | +35.2% | +58.7% | -23.6% | -8.7% |
| 1Y | +49.5% | +89.6% | -40.1% | -11.7% |
| 3Y | +250.7% | +558.1% | -307.4% | -23.1% |
| 5Y | +104.7% | +953.0% | -848.3% | -72.8% |
| All | +822.2% | +2,489.5% | -1,667.3% | -4.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling