-12.7%
SOXL vs VTRS
+88.0%
-100.6%
-86.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -38.7% | -1.3% | -37.4% | -38.3% |
| 7D | -60.1% | -1.2% | -58.9% | -59.8% |
| 30D | -75.1% | +8.2% | -83.3% | -75.6% |
| 3M | -69.0% | +8.3% | -77.3% | -69.7% |
| 6M | -71.6% | +24.1% | -95.7% | -74.9% |
| YTD | -2.7% | +56.0% | -58.7% | -22.5% |
| 1Y | -12.7% | +82.7% | -95.4% | -34.9% |
| All | -12.7% | +88.0% | -100.6% | -34.9% |
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