+20,174.1%
SOXL vs VGT
+1,929.7%
+18,244.4%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +1.2% | +4.0% | +0.9% |
| 7D | +3.9% | -0.2% | +4.0% | +4.8% |
| 30D | -14.3% | -0.4% | -13.9% | -11.4% |
| 3M | -45.6% | +4.4% | -50.0% | -42.5% |
| 6M | +117.2% | +32.1% | +85.1% | +19.1% |
| YTD | +189.8% | +28.8% | +161.1% | +82.9% |
| 1Y | +317.7% | +35.3% | +282.4% | +146.0% |
| 3Y | +478.6% | +124.8% | +353.9% | +18.4% |
| 5Y | +169.5% | +137.9% | +31.6% | -5.2% |
| 10Y | +5,222.1% | +814.2% | +4,407.8% | -44.3% |
| All | +20,174.1% | +1,929.7% | +18,244.4% | -71.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling