+478.6%
SOXL vs VZ
+83.7%
+395.0%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +1.3% | +4.0% | +6.4% |
| 7D | +3.9% | +0.9% | +2.9% | +4.7% |
| 30D | -14.3% | +7.7% | -22.0% | -7.9% |
| 3M | -45.6% | +9.7% | -55.3% | -37.8% |
| 6M | +117.2% | +3.1% | +114.1% | +141.5% |
| YTD | +189.8% | +30.5% | +159.3% | +274.1% |
| 1Y | +317.7% | +22.5% | +295.3% | +428.4% |
| 3Y | +478.6% | +82.4% | +396.3% | +603.7% |
| All | +478.6% | +83.7% | +395.0% | +603.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling