+531.7%
SOXL vs VLTO
+23.4%
+508.3%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | -1.3% | -6.7% | -6.7% |
| 7D | +8.5% | -4.5% | +13.0% | +13.4% |
| 30D | -13.0% | -4.6% | -8.3% | -9.4% |
| 3M | -35.9% | +13.3% | -49.2% | -50.4% |
| 6M | +112.1% | +2.1% | +109.9% | +87.9% |
| YTD | +175.4% | -6.1% | +181.5% | +178.2% |
| 1Y | +304.9% | -11.4% | +316.3% | +341.4% |
| All | +531.7% | +23.4% | +508.3% | +430.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling