+19,418.6%
SOXL vs VT
+430.9%
+18,987.7%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | 0.0% | +9.9% | +10.0% |
| 7D | +5.3% | +0.4% | +4.9% | +3.4% |
| 30D | -11.2% | +1.0% | -12.2% | -13.8% |
| 3M | -55.4% | +2.4% | -57.7% | -51.7% |
| 6M | +107.1% | +12.0% | +95.1% | +71.1% |
| YTD | +179.0% | +15.3% | +163.7% | +113.4% |
| 1Y | +357.4% | +22.6% | +334.8% | +197.2% |
| 3Y | +397.5% | +74.7% | +322.8% | +43.1% |
| 5Y | +155.9% | +66.1% | +89.7% | +71.5% |
| 10Y | +4,301.6% | +225.0% | +4,076.6% | +739.7% |
| All | +19,418.6% | +430.9% | +18,987.7% | +1,561.0% |
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