+20,415.5%
SOXL vs VO
+552.5%
+19,863.0%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.6% | +5.7% | +7.3% |
| 7D | +16.4% | +0.6% | +15.8% | +13.3% |
| 30D | -12.1% | -1.1% | -11.0% | -7.9% |
| 3M | -41.7% | +4.5% | -46.2% | -47.4% |
| 6M | +157.4% | +11.1% | +146.3% | +103.8% |
| YTD | +193.3% | +13.5% | +179.8% | +120.9% |
| 1Y | +355.3% | +14.5% | +340.9% | +249.0% |
| 3Y | +484.2% | +58.1% | +426.0% | +114.7% |
| 5Y | +182.7% | +43.3% | +139.4% | +174.5% |
| 10Y | +4,692.2% | +193.2% | +4,499.0% | +998.4% |
| All | +20,415.5% | +552.5% | +19,863.0% | +690.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling