+162.3%
SOXL vs VOO
+82.8%
+79.5%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +0.8% | +4.4% | +0.7% |
| 7D | +3.9% | -0.8% | +4.6% | +8.3% |
| 30D | -14.3% | -1.1% | -13.2% | -9.0% |
| 3M | -45.6% | +3.9% | -49.5% | -50.7% |
| 6M | +117.2% | +13.6% | +103.6% | +43.7% |
| YTD | +189.8% | +12.7% | +177.1% | +109.8% |
| 1Y | +317.7% | +17.6% | +300.2% | +167.2% |
| 3Y | +478.6% | +77.3% | +401.3% | -7.2% |
| All | +162.3% | +82.8% | +79.5% | -22.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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