+20,848.2%
SOXL vs VZ
+319.1%
+20,529.1%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.3% | +3.4% | +3.1% |
| 7D | +18.4% | -1.0% | +19.3% | +19.1% |
| 30D | -3.2% | +5.8% | -8.9% | -7.9% |
| 3M | -37.6% | +10.5% | -48.1% | -45.4% |
| 6M | +136.1% | +1.8% | +134.3% | +118.3% |
| YTD | +199.5% | +28.3% | +171.2% | +113.5% |
| 1Y | +363.2% | +22.0% | +341.3% | +239.2% |
| 3Y | +496.5% | +81.8% | +414.6% | +126.5% |
| 5Y | +184.8% | +25.3% | +159.5% | +67.4% |
| 10Y | +5,399.0% | +64.4% | +5,334.6% | +2,111.1% |
| All | +20,848.2% | +319.1% | +20,529.1% | +715.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling