+4,921.3%
SOXL vs VTI
+305.0%
+4,616.2%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +0.8% | +4.4% | +1.5% |
| 7D | +3.9% | -0.9% | +4.8% | +8.2% |
| 30D | -14.3% | -1.4% | -12.9% | -8.1% |
| 3M | -45.6% | +3.6% | -49.2% | -48.9% |
| 6M | +117.2% | +13.6% | +103.6% | +57.1% |
| YTD | +189.8% | +12.9% | +176.9% | +125.6% |
| 1Y | +317.7% | +17.2% | +300.5% | +201.6% |
| 3Y | +478.6% | +75.7% | +402.9% | +41.8% |
| 5Y | +169.5% | +75.4% | +94.1% | +31.9% |
| All | +4,921.3% | +305.0% | +4,616.2% | +215.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VTI.
Daily Out/Under-Performance
Portfolio return minus VTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTI 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 10y: compounded portfolio wealth divided by compounded VTI 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…
10y analysis · Full analysis span regression · 6 months rolling