+8,010.4%
SPXL vs VO
+806.5%
+7,203.9%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.2% | -1.3% |
| 7D | +7.4% | +3.1% | +4.3% | -0.5% |
| 30D | -7.8% | +2.2% | -10.0% | -12.0% |
| 3M | -11.9% | -2.5% | -9.4% | -4.9% |
| 6M | -1.7% | +7.0% | -8.7% | -15.4% |
| YTD | +20.8% | +14.0% | +6.8% | -10.7% |
| 1Y | +25.0% | +15.6% | +9.3% | -10.8% |
| 3Y | +226.1% | +66.2% | +160.0% | +3.1% |
| 5Y | +101.1% | +36.6% | +64.5% | +28.2% |
| 10Y | +1,112.6% | +199.0% | +913.6% | +74.7% |
| All | +8,010.4% | +806.5% | +7,203.9% | +45.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling