+449.8%
SOXL vs VRTX
+49.8%
+400.0%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | -1.3% | -6.8% | -7.4% |
| 7D | +8.5% | -7.8% | +16.2% | +12.8% |
| 30D | -13.0% | -2.8% | -10.1% | -12.4% |
| 3M | -35.9% | +18.1% | -54.0% | -43.9% |
| 6M | +112.1% | +3.1% | +109.0% | +102.2% |
| YTD | +175.4% | +13.5% | +161.9% | +145.8% |
| 1Y | +304.9% | +32.4% | +272.4% | +224.8% |
| All | +449.8% | +49.8% | +400.0% | +298.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VRTX.
Daily Out/Under-Performance
Portfolio return minus VRTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRTX 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 VRTX 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