+19,165.6%
SOXL vs VTR
+253.3%
+18,912.3%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | +1.2% | -9.2% | -9.0% |
| 7D | +8.5% | -1.8% | +10.3% | +9.8% |
| 30D | -13.0% | +4.0% | -17.0% | -16.1% |
| 3M | -35.9% | +7.8% | -43.8% | -43.3% |
| 6M | +112.1% | +6.4% | +105.7% | +83.9% |
| YTD | +175.4% | +18.3% | +157.1% | +117.5% |
| 1Y | +304.9% | +33.9% | +270.9% | +181.0% |
| 3Y | +448.6% | +134.3% | +314.2% | +119.0% |
| 5Y | +156.1% | +90.3% | +65.8% | +31.2% |
| 10Y | +4,957.3% | +100.1% | +4,857.2% | +1,991.5% |
| All | +19,165.6% | +253.3% | +18,912.3% | +2,312.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling