+55.9%
SOXL vs VRT
+12.3%
+43.6%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | -12.9% | +4.1% | +9.2% |
| 7D | -37.9% | -15.4% | -22.5% | -20.7% |
| 30D | -59.4% | -19.0% | -40.5% | -44.5% |
| 3M | -52.3% | -23.8% | -28.5% | -28.6% |
| 6M | -47.7% | -37.9% | -9.8% | +20.6% |
| YTD | +58.8% | +27.0% | +31.8% | +56.3% |
| 1Y | +55.9% | +13.8% | +42.1% | +82.1% |
| All | +55.9% | +12.3% | +43.6% | +82.1% |
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