+30.3%
SPXL vs VSH
+62.1%
-31.7%
-26.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | -5.1% | +9.9% | +6.3% |
| 7D | -2.5% | -13.6% | +11.2% | +1.6% |
| 30D | -4.3% | -30.4% | +26.0% | +5.7% |
| 3M | -4.2% | -33.3% | +29.0% | +6.0% |
| 6M | +15.0% | -15.1% | +30.1% | +9.4% |
| YTD | +28.4% | +80.2% | -51.8% | -16.5% |
| 1Y | +30.3% | +63.4% | -33.0% | -10.8% |
| All | +30.3% | +62.1% | -31.7% | -10.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 1y: compounded portfolio wealth divided by compounded VSH 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…
1y analysis · Full analysis span regression · 6 months rolling