+1,026.5%
SOXL vs VRT
+2,399.5%
-1,373.0%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | -5.6% | -2.4% | -1.9% |
| 7D | +8.5% | -7.7% | +16.2% | +17.4% |
| 30D | -13.0% | -12.0% | -1.0% | +0.3% |
| 3M | -35.9% | -11.7% | -24.2% | -19.0% |
| 6M | +112.1% | -8.1% | +120.1% | +174.8% |
| YTD | +175.4% | +53.2% | +122.2% | +107.1% |
| 1Y | +304.9% | +81.7% | +223.2% | +165.1% |
| 3Y | +448.6% | +535.3% | -86.7% | +11.7% |
| 5Y | +156.1% | +916.4% | -760.3% | -71.2% |
| All | +1,026.5% | +2,399.5% | -1,373.0% | -29.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling