+162.3%
SOXL vs VSH
+74.2%
+88.1%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +6.1% | -0.9% | -5.4% |
| 7D | +3.9% | +4.8% | -0.9% | -4.4% |
| 30D | -14.3% | -0.7% | -13.6% | -12.9% |
| 3M | -45.6% | -43.1% | -2.6% | +55.5% |
| 6M | +117.2% | +91.8% | +25.4% | -28.0% |
| YTD | +189.8% | +131.6% | +58.2% | -32.2% |
| 1Y | +317.7% | +118.1% | +199.7% | +12.1% |
| 3Y | +478.6% | +40.9% | +437.7% | +341.0% |
| All | +162.3% | +74.2% | +88.1% | +58.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 5y: compounded portfolio wealth divided by compounded VSH 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…
5y analysis · Full analysis span regression · 6 months rolling