+162.3%
SOXL vs VZ
+27.6%
+134.7%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +1.3% | +4.0% | +5.7% |
| 7D | +3.9% | +0.9% | +2.9% | +4.2% |
| 30D | -14.3% | +7.7% | -22.0% | -11.8% |
| 3M | -45.6% | +9.7% | -55.3% | -42.5% |
| 6M | +117.2% | +3.1% | +114.1% | +128.4% |
| YTD | +189.8% | +30.5% | +159.3% | +212.2% |
| 1Y | +317.7% | +22.5% | +295.3% | +351.0% |
| 3Y | +478.6% | +82.4% | +396.3% | +433.1% |
| All | +162.3% | +27.6% | +134.7% | +178.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling