+478.6%
SOXL vs VTR
+132.9%
+345.7%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -0.5% | +5.7% | +5.2% |
| 7D | +3.9% | -0.3% | +4.2% | +3.9% |
| 30D | -14.3% | +1.1% | -15.4% | -14.4% |
| 3M | -45.6% | +7.9% | -53.5% | -47.6% |
| 6M | +117.2% | +6.2% | +111.0% | +109.7% |
| YTD | +189.8% | +17.7% | +172.1% | +165.8% |
| 1Y | +317.7% | +32.9% | +284.8% | +253.8% |
| 3Y | +478.6% | +129.7% | +348.9% | +199.8% |
| All | +478.6% | +132.9% | +345.7% | +199.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR 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 VTR 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