+650.8%
TQQQ vs VRT
+1,936.0%
-1,285.2%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -3.6% | -0.1% | -1.3% |
| 7D | +10.4% | +10.5% | -0.1% | +3.5% |
| 30D | -22.2% | -9.3% | -12.9% | -17.9% |
| 3M | -25.1% | -29.6% | +4.5% | -7.6% |
| 6M | -25.0% | -45.4% | +20.4% | +7.6% |
| YTD | +10.1% | +24.8% | -14.8% | -14.0% |
| 1Y | +11.0% | +23.6% | -12.6% | -13.0% |
| 3Y | +195.0% | +379.7% | -184.7% | -21.2% |
| 5Y | +46.6% | +660.3% | -613.7% | -75.9% |
| All | +650.8% | +1,936.0% | -1,285.2% | -9.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling