+355.3%
SOXL vs VT
+21.4%
+333.9%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.5% | +5.6% | +8.8% |
| 7D | +16.4% | +1.0% | +15.4% | +7.2% |
| 30D | -12.1% | -0.2% | -11.9% | -9.9% |
| 3M | -41.7% | +4.5% | -46.2% | -49.4% |
| 6M | +157.4% | +14.1% | +143.3% | +53.4% |
| YTD | +193.3% | +14.8% | +178.5% | +73.1% |
| 1Y | +355.3% | +21.2% | +334.1% | +121.1% |
| All | +355.3% | +21.4% | +333.9% | +121.1% |
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