+242.0%
TQQQ vs VUG
+84.5%
+157.5%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.5% | -2.7% | -1.7% |
| 7D | -3.9% | -1.9% | -2.0% | +1.7% |
| 30D | -5.3% | -1.6% | -3.7% | -0.4% |
| 3M | +0.1% | +4.4% | -4.2% | -8.8% |
| 6M | +40.7% | +13.2% | +27.5% | +4.3% |
| YTD | +31.8% | +7.5% | +24.3% | +15.3% |
| 1Y | +48.2% | +12.5% | +35.7% | +16.2% |
| All | +242.0% | +84.5% | +157.5% | -21.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VUG.
Daily Out/Under-Performance
Portfolio return minus VUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VUG 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 VUG 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