+1,168.3%
SPXL vs VO
+197.9%
+970.4%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.9% | -0.9% | +0.6% |
| 7D | -6.0% | -2.5% | -3.5% | +0.6% |
| 30D | -5.8% | -3.2% | -2.5% | +3.0% |
| 3M | +10.9% | +3.9% | +6.9% | +0.7% |
| 6M | +31.9% | +9.6% | +22.3% | +5.2% |
| YTD | +25.8% | +11.6% | +14.2% | -4.1% |
| 1Y | +39.8% | +12.6% | +27.1% | +4.6% |
| 3Y | +219.9% | +55.4% | +164.5% | +13.4% |
| 5Y | +141.1% | +41.8% | +99.2% | +32.9% |
| All | +1,168.3% | +197.9% | +970.4% | +72.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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