+156.1%
SOXL vs VUG
+74.2%
+81.9%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | -0.5% | -7.5% | -5.8% |
| 7D | +8.5% | -1.9% | +10.3% | +17.1% |
| 30D | -13.0% | -1.6% | -11.4% | -6.6% |
| 3M | -35.9% | +4.4% | -40.3% | -39.2% |
| 6M | +112.1% | +13.2% | +98.9% | +64.0% |
| YTD | +175.4% | +7.5% | +167.9% | +171.2% |
| 1Y | +304.9% | +12.5% | +292.4% | +265.0% |
| 3Y | +448.6% | +86.0% | +362.6% | +34.8% |
| 5Y | +156.1% | +76.5% | +79.6% | +59.7% |
| All | +156.1% | +74.2% | +81.9% | +59.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VUG.
Daily Out/Under-Performance
Portfolio return minus VUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VUG 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 5y: compounded portfolio wealth divided by compounded VUG 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…
5y analysis · Full analysis span regression · 6 months rolling