+20,848.2%
SOXL vs VSH
+367.6%
+20,480.5%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.7% | +1.4% | +1.0% |
| 7D | +18.4% | +3.5% | +14.8% | +12.1% |
| 30D | -3.2% | -4.4% | +1.2% | +4.9% |
| 3M | -37.6% | -45.8% | +8.2% | +83.2% |
| 6M | +136.1% | +90.1% | +45.9% | -5.4% |
| YTD | +199.5% | +120.3% | +79.2% | -4.4% |
| 1Y | +363.2% | +112.2% | +251.0% | +62.5% |
| 3Y | +496.5% | +36.6% | +459.9% | +407.6% |
| 5Y | +184.8% | +67.0% | +117.8% | +155.3% |
| 10Y | +5,399.0% | +179.5% | +5,219.5% | +3,878.7% |
| All | +20,848.2% | +367.6% | +20,480.5% | +11,701.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling