+2,239.3%
TQQQ vs VT
+223.7%
+2,015.6%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.2% | +2.6% | +7.6% | +1.1% |
| 7D | -3.2% | +0.4% | -3.5% | -2.5% |
| 30D | -29.2% | -2.6% | -26.6% | -19.8% |
| 3M | -22.5% | -3.2% | -19.3% | -9.5% |
| 6M | -24.2% | +0.9% | -25.1% | -19.7% |
| YTD | +9.9% | +11.3% | -1.4% | -14.9% |
| 1Y | +9.7% | +14.0% | -4.3% | -20.9% |
| 3Y | +211.3% | +75.8% | +135.4% | -35.8% |
| 5Y | +45.6% | +57.8% | -12.3% | -36.9% |
| 10Y | +2,239.3% | +219.8% | +2,019.5% | +103.1% |
| All | +2,239.3% | +223.7% | +2,015.6% | +103.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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