+12.9%
TQQQ vs VTR
+22.5%
-9.6%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +2.5% | +0.3% | +4.6% |
| 7D | -14.0% | +10.0% | -24.0% | -7.7% |
| 30D | -25.1% | +9.6% | -34.8% | -19.6% |
| 3M | -16.7% | -1.2% | -15.4% | -16.0% |
| 6M | -3.7% | +2.8% | -6.5% | +5.1% |
| YTD | +18.8% | +17.4% | +1.4% | +37.7% |
| 1Y | +12.9% | +22.0% | -9.1% | +42.8% |
| All | +12.9% | +22.5% | -9.6% | +42.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR 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 1y: compounded portfolio wealth divided by compounded VTR 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…
1y analysis · Full analysis span regression · 6 months rolling