+35,000.4%
TQQQ vs VT
+468.8%
+34,531.6%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | +1.3% |
| 7D | +4.4% | +1.0% | +3.3% | +1.1% |
| 30D | -3.1% | -0.2% | -2.9% | -2.1% |
| 3M | -5.2% | +4.5% | -9.7% | -14.2% |
| 6M | +52.4% | +14.1% | +38.3% | +8.6% |
| YTD | +37.4% | +14.8% | +22.7% | -3.0% |
| 1Y | +56.0% | +21.2% | +34.8% | -4.7% |
| 3Y | +268.7% | +76.6% | +192.1% | -9.9% |
| 5Y | +101.2% | +66.6% | +34.7% | -14.9% |
| 10Y | +2,840.4% | +222.3% | +2,618.1% | +269.8% |
| All | +35,000.4% | +468.8% | +34,531.6% | +1,685.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling