+357.4%
SOXL vs VZ
+21.5%
+335.8%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -0.9% | +10.8% | +8.3% |
| 7D | +5.3% | +0.1% | +5.3% | +5.7% |
| 30D | -11.2% | +7.9% | -19.1% | +1.9% |
| 3M | -55.4% | +13.6% | -69.0% | -39.9% |
| 6M | +107.1% | +1.1% | +106.0% | +142.6% |
| YTD | +179.0% | +29.3% | +149.7% | +348.0% |
| 1Y | +357.4% | +21.2% | +336.1% | +575.8% |
| All | +357.4% | +21.5% | +335.8% | +575.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VZ.
Daily Out/Under-Performance
Portfolio return minus VZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VZ 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 VZ 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