+55.9%
SOXL vs VNQ
+14.0%
+41.9%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +3.2% | -12.0% | -6.4% |
| 7D | -37.9% | +6.8% | -44.7% | -34.8% |
| 30D | -59.4% | +10.0% | -69.4% | -56.9% |
| 3M | -52.3% | 0.0% | -52.3% | -51.2% |
| 6M | -47.7% | +4.5% | -52.2% | -49.6% |
| YTD | +58.8% | +13.9% | +44.8% | +34.7% |
| 1Y | +55.9% | +14.1% | +41.8% | +32.2% |
| All | +55.9% | +14.0% | +41.9% | +32.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 VNQ 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