+478.6%
SOXL vs VGT
+123.9%
+354.7%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +1.2% | +4.0% | +0.1% |
| 7D | +3.9% | -0.2% | +4.0% | +4.9% |
| 30D | -14.3% | -0.4% | -13.9% | -11.2% |
| 3M | -45.6% | +4.4% | -50.0% | -43.3% |
| 6M | +117.2% | +32.1% | +85.1% | +5.7% |
| YTD | +189.8% | +28.8% | +161.1% | +63.8% |
| 1Y | +317.7% | +35.3% | +282.4% | +115.9% |
| 3Y | +478.6% | +124.8% | +353.9% | -18.1% |
| All | +478.6% | +123.9% | +354.7% | -18.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling