+55.9%
SOXL vs VLTO
+18.3%
+37.6%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +0.6% | -9.4% | -8.1% |
| 7D | -37.9% | +13.8% | -51.7% | -26.1% |
| 30D | -59.4% | +21.2% | -80.6% | -48.8% |
| 3M | -52.3% | +21.5% | -73.8% | -39.4% |
| 6M | -47.7% | +33.0% | -80.7% | -31.8% |
| YTD | +58.8% | +17.8% | +41.0% | +128.2% |
| 1Y | +55.9% | +18.1% | +37.8% | +123.8% |
| All | +55.9% | +18.3% | +37.6% | +123.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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