+24.8%
SOXL vs VG
+35.0%
-10.3%
-86.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.7% | -1.9% | 0.0% |
| 7D | -23.3% | -7.7% | -15.6% | -24.9% |
| 30D | -59.9% | -8.8% | -51.1% | -60.7% |
| 3M | -56.8% | -15.6% | -41.2% | -58.3% |
| 6M | -68.3% | +5.2% | -73.5% | -66.7% |
| YTD | +33.5% | +76.9% | -43.4% | +5.2% |
| 1Y | +24.8% | +42.5% | -17.7% | +12.3% |
| All | +24.8% | +35.0% | -10.3% | +12.3% |
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