+34,703.6%
TQQQ vs VUG
+1,127.7%
+33,575.9%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.3% | +0.7% |
| 7D | +2.8% | +0.1% | +2.7% | +2.5% |
| 30D | -3.0% | -1.7% | -1.4% | +2.4% |
| 3M | -2.7% | +2.8% | -5.5% | -7.4% |
| 6M | +45.4% | +13.6% | +31.8% | +5.5% |
| YTD | +36.3% | +8.1% | +28.2% | +16.3% |
| 1Y | +53.4% | +13.1% | +40.3% | +17.0% |
| 3Y | +265.6% | +87.0% | +178.6% | -23.3% |
| 5Y | +101.7% | +76.0% | +25.7% | -23.9% |
| 10Y | +3,054.7% | +420.5% | +2,634.2% | -12.9% |
| All | +34,703.6% | +1,127.7% | +33,575.9% | +36.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling