+4,921.3%
SOXL price history and return analytics
+229.8%
+4,691.5%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +0.9% | +4.3% | +1.0% |
| 7D | +3.9% | -1.1% | +5.0% | +9.6% |
| 30D | -14.3% | -1.0% | -13.3% | -9.4% |
| 3M | -45.6% | +3.2% | -48.8% | -46.6% |
| 6M | +117.2% | +12.5% | +104.7% | +67.2% |
| YTD | +189.8% | +14.1% | +175.8% | +120.7% |
| 1Y | +317.7% | +18.9% | +298.8% | +187.0% |
| 3Y | +478.6% | +74.1% | +404.5% | +33.1% |
| 5Y | +169.5% | +66.9% | +102.6% | +45.8% |
| All | +4,921.3% | +229.8% | +4,691.5% | +552.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling