+113.9%
SOXX vs V
+7.8%
+106.1%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | V | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.0% | +4.5% | +3.2% |
| 7D | +2.2% | -1.7% | +3.9% | +1.6% |
| 30D | -2.0% | +2.0% | -4.0% | -1.3% |
| 3M | -13.7% | +17.4% | -31.1% | -10.5% |
| 6M | +52.4% | +17.5% | +34.9% | +57.1% |
| YTD | +72.8% | +7.6% | +65.2% | +78.1% |
| 1Y | +113.9% | +7.7% | +106.2% | +119.0% |
| All | +113.9% | +7.8% | +106.1% | +119.0% |
Cumulative growth
Daily Returns
Daily percentage return beside V.
Daily Out/Under-Performance
Portfolio return minus V return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × V 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 1y: compounded portfolio wealth divided by compounded V 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…
1y analysis · Full analysis span regression · 6 months rolling