+34,426.4%
TQQQ vs VYM
+635.6%
+33,790.8%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.7% | +1.9% | +0.5% |
| 7D | -1.9% | -0.8% | -1.1% | +0.6% |
| 30D | -4.9% | -2.2% | -2.6% | +2.1% |
| 3M | -6.4% | +3.1% | -9.5% | -14.3% |
| 6M | +44.4% | +9.7% | +34.7% | +11.5% |
| YTD | +35.2% | +14.9% | +20.3% | -9.1% |
| 1Y | +49.5% | +17.6% | +31.9% | -5.4% |
| 3Y | +250.7% | +65.3% | +185.4% | -10.1% |
| 5Y | +104.7% | +78.7% | +26.0% | -47.1% |
| 10Y | +3,029.5% | +208.2% | +2,821.3% | +115.0% |
| All | +34,426.4% | +635.6% | +33,790.8% | +137.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling