+540.0%
SOXL vs VLTO
+27.2%
+512.8%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -1.6% | +11.5% | +11.5% |
| 7D | +5.3% | -2.3% | +7.6% | +7.7% |
| 30D | -11.2% | -0.9% | -10.3% | -11.0% |
| 3M | -55.4% | +13.8% | -69.2% | -65.6% |
| 6M | +107.1% | +2.0% | +105.1% | +86.9% |
| YTD | +179.0% | -3.2% | +182.2% | +173.5% |
| 1Y | +357.4% | -9.2% | +366.5% | +388.4% |
| All | +540.0% | +27.2% | +512.8% | +421.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling