+250.7%
TQQQ vs VTV
+67.6%
+183.1%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.7% | +1.8% | +0.2% |
| 7D | -1.9% | -1.1% | -0.8% | +1.7% |
| 30D | -4.9% | -1.0% | -3.8% | -1.6% |
| 3M | -6.4% | +4.6% | -11.0% | -18.9% |
| 6M | +44.4% | +13.5% | +30.9% | -1.4% |
| YTD | +35.2% | +18.5% | +16.7% | -19.6% |
| 1Y | +49.5% | +22.9% | +26.6% | -20.7% |
| 3Y | +250.7% | +67.8% | +182.9% | -17.3% |
| All | +250.7% | +67.6% | +183.1% | -17.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling