+19,165.6%
SOXL vs VTV
+582.2%
+18,583.4%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | -0.7% | -7.3% | -5.4% |
| 7D | +8.5% | -2.1% | +10.5% | +17.1% |
| 30D | -13.0% | -1.3% | -11.6% | -8.8% |
| 3M | -35.9% | +5.6% | -41.6% | -46.6% |
| 6M | +112.1% | +12.4% | +99.7% | +51.7% |
| YTD | +175.4% | +17.6% | +157.8% | +70.9% |
| 1Y | +304.9% | +23.5% | +281.4% | +114.8% |
| 3Y | +448.6% | +67.0% | +381.5% | +34.4% |
| 5Y | +156.1% | +80.5% | +75.6% | -27.5% |
| 10Y | +4,957.3% | +230.6% | +4,726.7% | +253.1% |
| All | +19,165.6% | +582.2% | +18,583.4% | +109.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling