+156.1%
SOXL vs VO
+40.2%
+115.9%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | -0.9% | -7.1% | -3.8% |
| 7D | +8.5% | -2.5% | +10.9% | +21.8% |
| 30D | -13.0% | -3.2% | -9.7% | +2.2% |
| 3M | -35.9% | +3.9% | -39.8% | -42.4% |
| 6M | +112.1% | +9.6% | +102.4% | +67.2% |
| YTD | +175.4% | +11.6% | +163.8% | +107.4% |
| 1Y | +304.9% | +12.6% | +292.3% | +207.7% |
| 3Y | +448.6% | +55.4% | +393.2% | +61.6% |
| 5Y | +156.1% | +41.8% | +114.3% | +115.9% |
| All | +156.1% | +40.2% | +115.9% | +115.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 5y: compounded portfolio wealth divided by compounded VO 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…
5y analysis · Full analysis span regression · 6 months rolling