+34,703.6%
TQQQ vs VSH
+447.0%
+34,256.6%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.7% | -1.5% | -1.5% |
| 7D | +2.8% | +3.5% | -0.7% | -0.7% |
| 30D | -3.0% | -4.4% | +1.3% | +0.2% |
| 3M | -2.7% | -45.8% | +43.1% | +62.6% |
| 6M | +45.4% | +90.1% | -44.7% | -34.4% |
| YTD | +36.3% | +120.3% | -84.1% | -48.6% |
| 1Y | +53.4% | +112.2% | -58.8% | -40.8% |
| 3Y | +265.6% | +36.6% | +229.0% | +105.5% |
| 5Y | +101.7% | +67.0% | +34.7% | +3.6% |
| 10Y | +3,054.7% | +179.5% | +2,875.2% | +978.3% |
| All | +34,703.6% | +447.0% | +34,256.6% | +7,301.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 VSH 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