+211.8%
SPXL vs VT
+69.7%
+142.1%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.2% | +0.5% | 0.0% |
| 7D | -8.7% | -2.3% | -6.4% | -1.4% |
| 30D | -16.9% | -5.0% | -11.9% | -2.4% |
| 3M | -15.2% | -4.9% | -10.3% | -0.3% |
| 6M | -5.5% | -1.5% | -4.0% | +1.3% |
| YTD | +12.4% | +8.5% | +4.0% | -9.0% |
| 1Y | +16.9% | +11.4% | +5.5% | -12.3% |
| 3Y | +211.8% | +70.1% | +141.7% | -22.8% |
| All | +211.8% | +69.7% | +142.1% | -22.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling