+112.1%
SOXL vs VTV
+12.2%
+99.8%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | -0.7% | -7.3% | -2.7% |
| 7D | +8.5% | -2.1% | +10.5% | +26.6% |
| 30D | -13.0% | -1.3% | -11.6% | -5.4% |
| 3M | -35.9% | +5.6% | -41.6% | -60.3% |
| 6M | +112.1% | +12.4% | +99.7% | -5.5% |
| All | +112.1% | +12.2% | +99.8% | -5.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling