+55.9%
SOXL vs VZ
+24.4%
+31.5%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +2.1% | -10.9% | -4.9% |
| 7D | -37.9% | +6.9% | -44.8% | -28.1% |
| 30D | -59.4% | +2.3% | -61.7% | -55.3% |
| 3M | -52.3% | 0.0% | -52.3% | -48.6% |
| 6M | -47.7% | +0.2% | -47.9% | -36.8% |
| YTD | +58.8% | +20.9% | +37.9% | +160.2% |
| 1Y | +55.9% | +25.2% | +30.7% | +183.3% |
| All | +55.9% | +24.4% | +31.5% | +183.3% |
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