+105.2%
TQQQ vs VYM
+77.5%
+27.7%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.7% | +1.9% | +0.2% |
| 7D | -1.9% | -0.8% | -1.1% | +0.9% |
| 30D | -4.9% | -2.2% | -2.6% | +2.9% |
| 3M | -6.4% | +3.1% | -9.5% | -15.3% |
| 6M | +44.4% | +9.7% | +34.7% | +7.6% |
| YTD | +35.2% | +14.9% | +20.3% | -13.9% |
| 1Y | +49.5% | +17.6% | +31.9% | -11.4% |
| 3Y | +250.7% | +65.3% | +185.4% | -28.6% |
| All | +105.2% | +77.5% | +27.7% | -55.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling