+196.5%
SOXL vs VRT
+388.8%
-192.3%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.0% | -3.6% | -7.4% | -6.3% |
| 7D | +26.9% | +10.5% | +16.4% | +13.8% |
| 30D | -47.2% | -9.3% | -37.9% | -34.3% |
| 3M | -59.9% | -29.6% | -30.3% | -29.7% |
| 6M | -68.3% | -45.4% | -23.0% | -14.6% |
| YTD | +38.8% | +24.8% | +14.0% | +44.4% |
| 1Y | +48.8% | +23.6% | +25.2% | +59.3% |
| 3Y | +196.5% | +379.7% | -183.2% | -39.2% |
| All | +196.5% | +388.8% | -192.3% | -39.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling