+280.0%
SOXL vs VG
-38.0%
+318.1%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +2.1% | +3.0% | +4.6% |
| 7D | +16.4% | -2.5% | +18.9% | +17.1% |
| 30D | -12.1% | +11.1% | -23.2% | -14.9% |
| 3M | -41.7% | +14.9% | -56.6% | -45.2% |
| 6M | +157.4% | +18.4% | +139.0% | +111.8% |
| YTD | +193.3% | +116.6% | +76.7% | +61.2% |
| 1Y | +355.3% | +9.4% | +346.0% | +275.5% |
| All | +280.0% | -38.0% | +318.1% | +270.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling