+4,692.2%
SOXL vs VT
+221.4%
+4,470.8%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.5% | +5.6% | +7.5% |
| 7D | +16.4% | +1.0% | +15.4% | +10.6% |
| 30D | -12.1% | -0.2% | -11.9% | -10.4% |
| 3M | -41.7% | +4.5% | -46.2% | -45.3% |
| 6M | +157.4% | +14.1% | +143.3% | +85.8% |
| YTD | +193.3% | +14.8% | +178.5% | +116.4% |
| 1Y | +355.3% | +21.2% | +334.1% | +185.7% |
| 3Y | +484.2% | +76.6% | +407.6% | +25.6% |
| 5Y | +182.7% | +66.6% | +116.1% | +52.7% |
| 10Y | +4,692.2% | +222.3% | +4,470.0% | +509.6% |
| All | +4,692.2% | +221.4% | +4,470.8% | +509.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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