+2,876.9%
TQQQ vs VTV
+234.5%
+2,642.4%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.7% | +1.8% | +0.5% |
| 7D | -1.9% | -1.1% | -0.8% | +1.3% |
| 30D | -4.9% | -1.0% | -3.8% | -1.9% |
| 3M | -6.4% | +4.6% | -11.0% | -17.6% |
| 6M | +44.4% | +13.5% | +30.9% | +2.7% |
| YTD | +35.2% | +18.5% | +16.7% | -15.0% |
| 1Y | +49.5% | +22.9% | +26.6% | -15.0% |
| 3Y | +250.7% | +67.8% | +182.9% | -7.2% |
| 5Y | +104.7% | +81.8% | +22.9% | -44.1% |
| All | +2,876.9% | +234.5% | +2,642.4% | +170.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 VTV 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