+20.2%
VZ vs SPXL
+84.1%
-63.9%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.7% | -1.7% | -1.0% |
| 7D | +2.1% | -8.7% | +10.9% | +2.6% |
| 30D | +1.4% | -16.9% | +18.3% | +2.4% |
| 3M | -1.3% | -15.2% | +13.9% | -0.4% |
| 6M | -0.5% | -5.5% | +5.0% | -0.6% |
| YTD | +19.6% | +12.4% | +7.2% | +17.6% |
| 1Y | +22.4% | +16.9% | +5.5% | +19.8% |
| 3Y | +55.9% | +211.8% | -155.9% | +33.4% |
| All | +20.2% | +84.1% | -63.9% | +1.0% |
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