+357.4%
SOXL vs VTRS
+66.3%
+291.1%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -0.4% | +10.2% | +10.0% |
| 7D | +5.3% | +3.3% | +2.0% | +4.0% |
| 30D | -11.2% | -3.6% | -7.6% | -10.1% |
| 3M | -55.4% | +7.0% | -62.3% | -57.6% |
| 6M | +107.1% | +17.5% | +89.7% | +74.7% |
| YTD | +179.0% | +38.8% | +140.3% | +122.2% |
| 1Y | +357.4% | +69.2% | +288.2% | +227.1% |
| All | +357.4% | +66.3% | +291.1% | +227.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS 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 1y: compounded portfolio wealth divided by compounded VTRS 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…
1y analysis · Full analysis span regression · 6 months rolling