+8,771.7%
SPXL vs VT
+557.7%
+8,213.9%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.2% | -1.2% |
| 7D | +0.1% | +0.4% | -0.4% | -1.1% |
| 30D | -0.9% | +1.0% | -1.8% | -3.4% |
| 3M | +2.0% | +2.4% | -0.3% | -3.2% |
| 6M | +33.5% | +12.0% | +21.5% | +0.1% |
| YTD | +32.2% | +15.3% | +16.8% | -8.2% |
| 1Y | +48.9% | +22.6% | +26.3% | -11.4% |
| 3Y | +222.9% | +74.7% | +148.2% | -15.6% |
| 5Y | +140.7% | +66.1% | +74.6% | -10.0% |
| 10Y | +1,192.7% | +225.0% | +967.7% | +42.8% |
| All | +8,771.7% | +557.7% | +8,213.9% | +195.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling