+357.4%
SOXL vs VGT
+40.8%
+316.6%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +0.3% | +9.6% | +8.4% |
| 7D | +5.3% | +1.0% | +4.3% | +0.5% |
| 30D | -11.2% | +1.3% | -12.5% | -14.9% |
| 3M | -55.4% | -1.1% | -54.2% | -37.4% |
| 6M | +107.1% | +32.6% | +74.5% | -5.8% |
| YTD | +179.0% | +29.0% | +150.0% | +48.4% |
| 1Y | +357.4% | +39.7% | +317.7% | +118.5% |
| All | +357.4% | +40.8% | +316.6% | +118.5% |
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