+105.2%
TQQQ vs VZ
+27.6%
+77.5%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.3% | +1.3% | +2.4% |
| 7D | -1.9% | +0.9% | -2.9% | -2.0% |
| 30D | -4.9% | +7.7% | -12.6% | -5.7% |
| 3M | -6.4% | +9.7% | -16.1% | -7.5% |
| 6M | +44.4% | +3.1% | +41.3% | +44.4% |
| YTD | +35.2% | +30.5% | +4.7% | +26.4% |
| 1Y | +49.5% | +22.5% | +27.0% | +42.4% |
| 3Y | +250.7% | +82.4% | +168.4% | +153.8% |
| All | +105.2% | +27.6% | +77.5% | +95.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VZ.
Daily Out/Under-Performance
Portfolio return minus VZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VZ 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 VZ 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