+317.7%
SOXL vs VTV
+24.1%
+293.6%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +0.7% | +4.5% | +0.6% |
| 7D | +3.9% | -1.1% | +5.0% | +11.3% |
| 30D | -14.3% | -1.0% | -13.3% | -9.5% |
| 3M | -45.6% | +4.6% | -50.3% | -59.6% |
| 6M | +117.2% | +13.5% | +103.7% | +12.5% |
| YTD | +189.8% | +18.5% | +171.3% | +28.6% |
| 1Y | +317.7% | +22.9% | +294.9% | +65.1% |
| All | +317.7% | +24.1% | +293.6% | +65.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 VTV 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