+25.1%
SOXL vs VT
+13.0%
+12.1%
-86.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +22.3% | +2.6% | +19.7% | +2.2% |
| 7D | -17.6% | +0.4% | -17.9% | -12.2% |
| 30D | -59.8% | -2.6% | -57.2% | -42.3% |
| 3M | -59.9% | -3.2% | -56.7% | -37.8% |
| 6M | -68.2% | +0.9% | -69.2% | -53.2% |
| YTD | +33.8% | +11.3% | +22.5% | +21.8% |
| All | +25.1% | +13.0% | +12.1% | +10.5% |
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