+52.5%
SOXX vs V
+30.8%
+21.7%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | V | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +3.8% | -7.0% | -1.5% |
| 7D | -13.7% | +9.0% | -22.7% | -10.4% |
| 30D | -23.6% | +18.1% | -41.7% | -18.4% |
| 3M | -16.9% | +18.3% | -35.2% | -11.0% |
| 6M | -2.4% | +34.1% | -36.5% | +7.6% |
| YTD | +49.8% | +25.2% | +24.6% | +66.4% |
| 1Y | +52.5% | +29.3% | +23.2% | +72.8% |
| All | +52.5% | +30.8% | +21.7% | +72.8% |
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