+55.9%
SOXL vs VG
+47.2%
+8.7%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | -7.7% | -1.1% | -10.2% |
| 7D | -37.9% | -16.4% | -21.5% | -40.1% |
| 30D | -59.4% | -10.8% | -48.6% | -60.3% |
| 3M | -52.3% | -6.3% | -46.0% | -52.2% |
| 6M | -47.7% | -12.5% | -35.2% | -46.2% |
| YTD | +58.8% | +76.9% | -18.1% | +26.6% |
| 1Y | +55.9% | +51.8% | +4.1% | +35.6% |
| All | +55.9% | +47.2% | +8.7% | +35.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 1y: compounded portfolio wealth divided by compounded VG 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…
1y analysis · Full analysis span regression · 6 months rolling