+478.6%
SOXL vs VTI
+75.8%
+402.8%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +0.8% | +4.4% | +0.4% |
| 7D | +3.9% | -0.9% | +4.8% | +9.6% |
| 30D | -14.3% | -1.4% | -12.9% | -6.4% |
| 3M | -45.6% | +3.6% | -49.2% | -50.5% |
| 6M | +117.2% | +13.6% | +103.6% | +39.0% |
| YTD | +189.8% | +12.9% | +176.9% | +101.7% |
| 1Y | +317.7% | +17.2% | +300.5% | +161.1% |
| 3Y | +478.6% | +75.7% | +402.9% | -11.6% |
| All | +478.6% | +75.8% | +402.8% | -11.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling