+357.4%
SOXL vs VRT
+123.1%
+234.3%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +4.4% | +5.5% | +3.8% |
| 7D | +5.3% | +9.1% | -3.8% | -6.8% |
| 30D | -11.2% | +0.9% | -12.1% | -11.4% |
| 3M | -55.4% | -13.4% | -42.0% | -37.1% |
| 6M | +107.1% | +11.7% | +95.4% | +124.8% |
| YTD | +179.0% | +73.2% | +105.8% | +78.5% |
| 1Y | +357.4% | +123.4% | +233.9% | +186.5% |
| All | +357.4% | +123.1% | +234.3% | +186.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VRT.
Daily Out/Under-Performance
Portfolio return minus VRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRT 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 1y: compounded portfolio wealth divided by compounded VRT 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…
1y analysis · Full analysis span regression · 6 months rolling