+20,848.2%
SOXL vs VRSN
+1,184.2%
+19,663.9%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.7% | +0.4% | -0.4% |
| 7D | +18.4% | -1.0% | +19.4% | +19.6% |
| 30D | -3.2% | -1.9% | -1.3% | -2.6% |
| 3M | -37.6% | +1.4% | -39.0% | -47.6% |
| 6M | +136.1% | +19.0% | +117.0% | +44.4% |
| YTD | +199.5% | +19.2% | +180.3% | +71.4% |
| 1Y | +363.2% | +1.7% | +361.6% | +239.4% |
| 3Y | +496.5% | +41.4% | +455.0% | +123.3% |
| 5Y | +184.8% | +31.7% | +153.2% | +56.9% |
| 10Y | +5,399.0% | +290.3% | +5,108.7% | +897.4% |
| All | +20,848.2% | +1,184.2% | +19,663.9% | +482.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling