+8,499.7%
SPXL vs VICR
+2,475.5%
+6,024.2%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -4.9% | +3.5% | +0.9% |
| 7D | -1.3% | +1.3% | -2.5% | -2.1% |
| 30D | -5.0% | -11.9% | +7.0% | -0.8% |
| 3M | +7.6% | -35.1% | +42.7% | +23.7% |
| 6M | +33.6% | +8.1% | +25.5% | +11.2% |
| YTD | +28.1% | +67.8% | -39.7% | -17.3% |
| 1Y | +43.6% | +267.3% | -223.7% | -40.9% |
| 3Y | +225.8% | +191.2% | +34.6% | +25.9% |
| 5Y | +140.1% | +48.1% | +92.0% | +5.0% |
| 10Y | +1,248.4% | +1,546.1% | -297.7% | +21.3% |
| All | +8,499.7% | +2,475.5% | +6,024.2% | +321.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VICR.
Daily Out/Under-Performance
Portfolio return minus VICR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VICR 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 VICR 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