+3.8%
VCIT vs SPXL
+106.3%
-102.6%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.0% | +0.4% | -0.6% |
| 7D | -1.4% | +9.6% | -10.9% | -1.8% |
| 30D | +0.8% | -9.8% | +10.6% | +1.2% |
| 3M | -1.7% | -9.1% | +7.3% | -1.4% |
| 6M | -2.1% | +1.1% | -3.2% | -2.3% |
| YTD | -2.0% | +22.3% | -24.3% | -3.3% |
| 1Y | -1.5% | +20.3% | -21.7% | -2.7% |
| 3Y | +19.0% | +229.0% | -210.0% | +10.3% |
| 5Y | +3.8% | +103.6% | -99.8% | -4.8% |
| All | +3.8% | +106.3% | -102.6% | -4.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXL.
Daily Out/Under-Performance
Portfolio return minus SPXL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXL 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 5y: compounded portfolio wealth divided by compounded SPXL 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…
5y analysis · Full analysis span regression · 6 months rolling