+55.9%
SOXL vs VGT
+18.8%
+37.1%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +0.2% | -9.0% | -9.9% |
| 7D | -37.9% | -6.5% | -31.4% | -10.6% |
| 30D | -59.4% | -10.6% | -48.8% | -23.9% |
| 3M | -52.3% | -3.7% | -48.6% | -33.8% |
| 6M | -47.7% | +10.4% | -58.0% | -43.5% |
| YTD | +58.8% | +23.1% | +35.7% | +22.0% |
| 1Y | +55.9% | +19.9% | +36.0% | +42.7% |
| All | +55.9% | +18.8% | +37.1% | +42.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VGT.
Daily Out/Under-Performance
Portfolio return minus VGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VGT 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 VGT 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