+182.7%
SOXL vs VCIT
+3.7%
+179.0%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.1% | +5.2% | +5.5% |
| 7D | +16.4% | +0.1% | +16.3% | +15.9% |
| 30D | -12.1% | -0.8% | -11.3% | -9.0% |
| 3M | -41.7% | -0.5% | -41.2% | -39.6% |
| 6M | +157.4% | -1.4% | +158.8% | +186.3% |
| YTD | +193.3% | -0.8% | +194.1% | +219.0% |
| 1Y | +355.3% | +0.3% | +355.0% | +374.4% |
| 3Y | +484.2% | +19.2% | +464.9% | +207.4% |
| 5Y | +182.7% | +3.6% | +179.1% | +114.9% |
| All | +182.7% | +3.7% | +179.0% | +114.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling