+9,259.3%
SOXL vs VCIT
+91.3%
+9,168.1%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +22.3% | +0.1% | +22.2% | +22.1% |
| 7D | -17.6% | +0.7% | -18.3% | -19.2% |
| 30D | -59.8% | +1.8% | -61.6% | -61.7% |
| 3M | -59.9% | -1.1% | -58.8% | -59.2% |
| 6M | -68.2% | -1.7% | -66.5% | -66.8% |
| YTD | +33.8% | -1.1% | +34.9% | +39.9% |
| 1Y | +34.7% | -0.4% | +35.1% | +39.1% |
| 3Y | +211.0% | +20.5% | +190.6% | +129.9% |
| 5Y | -8.6% | +3.8% | -12.3% | -21.3% |
| 10Y | +1,924.8% | +31.2% | +1,893.6% | +1,963.3% |
| All | +9,259.3% | +91.3% | +9,168.1% | +32,944.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling