+19,165.6%
SOXL vs VIVK
-100.0%
+19,265.6%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIVK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | +2.4% | -10.4% | -8.0% |
| 7D | +8.5% | -9.5% | +17.9% | +8.5% |
| 30D | -13.0% | -35.1% | +22.2% | -12.9% |
| 3M | -35.9% | -93.4% | +57.4% | -35.8% |
| 6M | +112.1% | -98.0% | +210.0% | +112.8% |
| YTD | +175.4% | -97.9% | +273.3% | +176.0% |
| 1Y | +304.9% | -100.0% | +404.8% | +307.8% |
| 3Y | +448.6% | -100.0% | +548.5% | +451.8% |
| 5Y | +156.1% | -100.0% | +256.1% | +157.7% |
| 10Y | +4,957.3% | -100.0% | +5,057.3% | +4,972.7% |
| All | +19,165.6% | -100.0% | +19,265.6% | +19,075.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VIVK.
Daily Out/Under-Performance
Portfolio return minus VIVK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIVK 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 VIVK 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