+9,259.3%
SOXL vs VT
+412.3%
+8,847.0%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +22.3% | +2.6% | +19.7% | +11.3% |
| 7D | -17.6% | +0.4% | -17.9% | -12.4% |
| 30D | -59.8% | -2.6% | -57.2% | -49.3% |
| 3M | -59.9% | -3.2% | -56.7% | -46.5% |
| 6M | -68.2% | +0.9% | -69.2% | -57.0% |
| YTD | +33.8% | +11.3% | +22.5% | +36.8% |
| 1Y | +34.7% | +14.0% | +20.7% | +29.8% |
| 3Y | +211.0% | +75.8% | +135.2% | -0.4% |
| 5Y | -8.6% | +57.8% | -66.4% | -15.0% |
| 10Y | +1,924.8% | +219.8% | +1,705.0% | +378.9% |
| All | +9,259.3% | +412.3% | +8,847.0% | +964.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling