+25.0%
SPXL vs VT
+11.9%
+13.1%
-26.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -0.9% | -0.5% |
| 7D | +7.4% | +2.4% | +5.1% | +1.2% |
| 30D | -7.8% | -1.5% | -6.3% | -2.9% |
| 3M | -11.9% | -4.1% | -7.8% | -0.2% |
| 6M | -1.7% | +0.6% | -2.3% | -0.2% |
| YTD | +20.8% | +11.0% | +9.8% | -4.9% |
| 1Y | +25.0% | +13.3% | +11.6% | -7.1% |
| All | +25.0% | +11.9% | +13.1% | -7.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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