-5.4%
TQQY vs VT
+31.2%
-36.6%
-25.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.1% | 0.0% |
| 7D | -2.3% | -0.1% | -2.1% | -2.2% |
| 30D | -8.4% | -3.1% | -5.3% | -5.6% |
| 3M | -4.4% | -3.5% | -0.9% | -1.1% |
| 6M | -5.0% | +0.5% | -5.4% | -5.8% |
| YTD | -0.3% | +10.8% | -11.1% | -10.8% |
| 1Y | -5.5% | +11.9% | -17.4% | -16.2% |
| All | -5.4% | +31.2% | -36.6% | -20.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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