+211.0%
SOXL vs VCIT
+19.6%
+191.4%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +22.3% | +0.1% | +22.2% | +22.0% |
| 7D | -17.6% | +0.7% | -18.3% | -20.8% |
| 30D | -59.8% | +1.8% | -61.6% | -63.8% |
| 3M | -59.9% | -1.1% | -58.8% | -58.3% |
| 6M | -68.2% | -1.7% | -66.5% | -65.2% |
| YTD | +33.8% | -1.1% | +34.9% | +45.9% |
| 1Y | +34.7% | -0.4% | +35.1% | +43.9% |
| 3Y | +211.0% | +20.5% | +190.6% | +81.1% |
| All | +211.0% | +19.6% | +191.4% | +81.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT 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 3y: compounded portfolio wealth divided by compounded VCIT 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…
3y analysis · Full analysis span regression · 6 months rolling