+221.4%
SPXL vs VNQ
+30.7%
+190.7%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.7% | +1.7% | +1.4% |
| 7D | -2.5% | -1.3% | -1.3% | -0.8% |
| 30D | -4.2% | -2.6% | -1.6% | -0.8% |
| 3M | +8.1% | -2.0% | +10.1% | +10.0% |
| 6M | +35.6% | +4.3% | +31.3% | +25.6% |
| YTD | +28.8% | +9.2% | +19.6% | +11.2% |
| 1Y | +39.8% | +5.6% | +34.2% | +26.9% |
| 3Y | +221.4% | +30.8% | +190.5% | +128.0% |
| All | +221.4% | +30.7% | +190.7% | +128.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 VNQ 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