+1,199.1%
SPXL vs VIG
+250.0%
+949.0%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.7% | +1.7% | +0.2% |
| 7D | -2.5% | -1.1% | -1.5% | +0.9% |
| 30D | -4.2% | -2.7% | -1.5% | +4.7% |
| 3M | +8.1% | +2.5% | +5.6% | +0.2% |
| 6M | +35.6% | +9.2% | +26.4% | +4.4% |
| YTD | +28.8% | +9.8% | +19.0% | -2.0% |
| 1Y | +39.8% | +12.4% | +27.4% | -0.2% |
| 3Y | +221.4% | +55.9% | +165.5% | -7.0% |
| 5Y | +146.9% | +63.9% | +83.0% | -23.7% |
| All | +1,199.1% | +250.0% | +949.0% | -28.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 10y: compounded portfolio wealth divided by compounded VIG 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…
10y analysis · Full analysis span regression · 6 months rolling