+357.4%
SOXL vs VNQ
+9.6%
+347.8%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -0.7% | +10.5% | +9.7% |
| 7D | +5.3% | -1.3% | +6.6% | +5.0% |
| 30D | -11.2% | -2.9% | -8.3% | -12.0% |
| 3M | -55.4% | +0.8% | -56.2% | -58.2% |
| 6M | +107.1% | +2.5% | +104.7% | +83.3% |
| YTD | +179.0% | +10.6% | +168.4% | +133.6% |
| 1Y | +357.4% | +9.1% | +348.3% | +273.0% |
| All | +357.4% | +9.6% | +347.8% | +273.0% |
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