+228.7%
VTV vs SPXL
+1,271.9%
-1,043.2%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.4% | -1.7% | 0.0% |
| 7D | -1.1% | -2.5% | +1.4% | -0.4% |
| 30D | -1.0% | -4.2% | +3.2% | +0.1% |
| 3M | +4.6% | +8.1% | -3.5% | +1.9% |
| 6M | +13.5% | +35.6% | -22.1% | +2.9% |
| YTD | +18.5% | +28.8% | -10.3% | +8.7% |
| 1Y | +22.9% | +39.8% | -16.9% | +9.5% |
| 3Y | +67.8% | +221.4% | -153.5% | +11.2% |
| 5Y | +81.8% | +146.9% | -65.1% | +20.2% |
| All | +228.7% | +1,271.9% | -1,043.2% | +4.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling