+478.6%
SOXL vs VNQ
+30.7%
+447.9%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +0.7% | +4.5% | +4.0% |
| 7D | +3.9% | -1.3% | +5.1% | +6.2% |
| 30D | -14.3% | -2.6% | -11.7% | -10.9% |
| 3M | -45.6% | -2.0% | -43.6% | -47.3% |
| 6M | +117.2% | +4.3% | +112.9% | +84.3% |
| YTD | +189.8% | +9.2% | +180.6% | +123.3% |
| 1Y | +317.7% | +5.6% | +312.1% | +243.7% |
| 3Y | +478.6% | +30.8% | +447.8% | +226.0% |
| All | +478.6% | +30.7% | +447.9% | +226.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling