+50.0%
SOXL vs VT
+11.9%
+38.2%
-86.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.1% | +4.0% |
| 7D | +60.3% | +2.9% | +57.5% | +32.5% |
| 30D | -48.6% | -2.5% | -46.1% | -26.3% |
| 3M | -53.9% | -3.3% | -50.5% | -27.5% |
| 6M | -62.0% | +1.5% | -63.5% | -45.8% |
| YTD | +56.0% | +11.4% | +44.7% | +42.4% |
| 1Y | +50.0% | +11.9% | +38.1% | +37.8% |
| All | +50.0% | +11.9% | +38.2% | +37.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling