-25.0%
TQQQ vs VRT
-46.2%
+21.2%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -3.6% | -0.1% | -1.4% |
| 7D | +10.4% | +10.5% | -0.1% | +4.0% |
| 30D | -22.2% | -9.3% | -12.9% | -18.5% |
| 3M | -25.1% | -29.6% | +4.5% | -9.4% |
| 6M | -25.0% | -45.4% | +20.4% | +12.3% |
| All | -25.0% | -46.2% | +21.2% | +12.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling