+253.5%
TQQQ vs VRT
+591.1%
-337.5%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -9.6% | +8.8% | +5.2% |
| 7D | +2.8% | +2.4% | +0.4% | +0.6% |
| 30D | -3.0% | -2.7% | -0.4% | -2.4% |
| 3M | -2.7% | -9.2% | +6.5% | +1.2% |
| 6M | +45.4% | -0.5% | +45.9% | +40.9% |
| YTD | +36.3% | +62.3% | -26.1% | -7.4% |
| 1Y | +53.4% | +109.6% | -56.2% | -13.7% |
| All | +253.5% | +591.1% | -337.5% | -33.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling