+478.6%
SOXL vs VRSN
+44.6%
+434.0%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +1.3% | +3.9% | +5.3% |
| 7D | +3.9% | +0.2% | +3.7% | +3.9% |
| 30D | -14.3% | +3.8% | -18.1% | -14.1% |
| 3M | -45.6% | +5.0% | -50.6% | -45.2% |
| 6M | +117.2% | +24.9% | +92.3% | +97.3% |
| YTD | +189.8% | +21.6% | +168.2% | +164.8% |
| 1Y | +317.7% | +2.4% | +315.3% | +333.3% |
| 3Y | +478.6% | +47.3% | +431.3% | +293.3% |
| All | +478.6% | +44.6% | +434.0% | +293.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN 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 VRSN 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