+397.5%
SOXL vs VT
+75.0%
+322.5%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | 0.0% | +9.9% | +10.0% |
| 7D | +5.3% | +0.4% | +4.9% | +2.2% |
| 30D | -11.2% | +1.0% | -12.2% | -15.6% |
| 3M | -55.4% | +2.4% | -57.7% | -52.0% |
| 6M | +107.1% | +12.0% | +95.1% | +44.7% |
| YTD | +179.0% | +15.3% | +163.7% | +70.9% |
| 1Y | +357.4% | +22.6% | +334.8% | +115.0% |
| All | +397.5% | +75.0% | +322.5% | -37.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling