+20,415.5%
SOXL vs VUG
+1,046.0%
+19,369.4%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.4% | +5.5% | +6.5% |
| 7D | +16.4% | +0.9% | +15.5% | +12.1% |
| 30D | -12.1% | -1.4% | -10.7% | -6.6% |
| 3M | -41.7% | +2.3% | -44.0% | -39.6% |
| 6M | +157.4% | +15.7% | +141.7% | +87.9% |
| YTD | +193.3% | +8.6% | +184.7% | +180.5% |
| 1Y | +355.3% | +14.1% | +341.3% | +296.1% |
| 3Y | +484.2% | +87.9% | +396.3% | +48.6% |
| 5Y | +182.7% | +76.3% | +106.3% | +80.1% |
| 10Y | +4,692.2% | +409.7% | +4,282.6% | +85.9% |
| All | +20,415.5% | +1,046.0% | +19,369.4% | -16.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling