-10.2%
TQQQ vs VYM
+17.8%
-28.0%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.9% | -3.3% | -15.6% | -8.5% |
| 7D | -27.1% | -3.0% | -24.1% | -18.2% |
| 30D | -40.1% | +0.9% | -41.0% | -40.6% |
| 3M | -30.6% | -2.7% | -27.9% | -22.7% |
| 6M | -24.8% | +3.4% | -28.2% | -29.5% |
| YTD | -3.7% | +13.3% | -17.0% | -29.4% |
| 1Y | -10.2% | +17.0% | -27.2% | -40.3% |
| All | -10.2% | +17.8% | -28.0% | -40.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 VYM 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