+1,537.1%
SOXX vs V
+388.7%
+1,148.4%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | V | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.9% | +1.0% | +1.3% |
| 7D | +1.4% | -1.2% | +2.6% | +2.2% |
| 30D | -3.6% | +3.1% | -6.6% | -5.9% |
| 3M | -10.2% | +16.3% | -26.5% | -20.6% |
| 6M | +54.2% | +20.4% | +33.9% | +31.1% |
| YTD | +75.2% | +6.3% | +68.9% | +62.7% |
| 1Y | +107.5% | +8.7% | +98.8% | +88.0% |
| 3Y | +226.8% | +53.3% | +173.5% | +123.1% |
| 5Y | +251.2% | +71.1% | +180.2% | +117.3% |
| All | +1,537.1% | +388.7% | +1,148.4% | +371.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling