+586.9%
SOXL vs VLTO
+25.1%
+561.8%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.8% | +3.0% | +2.9% |
| 7D | +18.4% | -2.6% | +20.9% | +21.1% |
| 30D | -3.2% | -2.5% | -0.7% | -1.5% |
| 3M | -37.6% | +10.1% | -47.7% | -49.2% |
| 6M | +136.1% | +1.0% | +135.1% | +113.9% |
| YTD | +199.5% | -4.8% | +204.3% | +198.2% |
| 1Y | +363.2% | -9.3% | +372.6% | +389.7% |
| All | +586.9% | +25.1% | +561.8% | +468.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling