+357.4%
SOXL vs VMC
-8.5%
+365.9%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +0.9% | +9.0% | +9.1% |
| 7D | +5.3% | -4.3% | +9.7% | +9.3% |
| 30D | -11.2% | -8.2% | -3.0% | -4.8% |
| 3M | -55.4% | -7.0% | -48.3% | -54.3% |
| 6M | +107.1% | -10.8% | +117.9% | +123.0% |
| YTD | +179.0% | -7.4% | +186.4% | +173.5% |
| 1Y | +357.4% | -9.5% | +366.9% | +366.1% |
| All | +357.4% | -8.5% | +365.9% | +366.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VMC.
Daily Out/Under-Performance
Portfolio return minus VMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VMC 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 VMC 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