+107.5%
SOXX vs V
+10.2%
+97.3%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | V | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.9% | +1.0% | +2.2% |
| 7D | +1.4% | -1.2% | +2.6% | +1.0% |
| 30D | -3.6% | +3.1% | -6.6% | -2.6% |
| 3M | -10.2% | +16.3% | -26.5% | -7.2% |
| 6M | +54.2% | +20.4% | +33.9% | +57.6% |
| YTD | +75.2% | +6.3% | +68.9% | +80.1% |
| 1Y | +107.5% | +8.7% | +98.8% | +113.2% |
| All | +107.5% | +10.2% | +97.3% | +113.2% |
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