+247.9%
SOXX vs V
+70.6%
+177.3%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | V | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.9% | +1.0% | +1.4% |
| 7D | +1.4% | -1.2% | +2.6% | +2.1% |
| 30D | -3.6% | +3.1% | -6.6% | -5.5% |
| 3M | -10.2% | +16.3% | -26.5% | -19.0% |
| 6M | +54.2% | +20.4% | +33.9% | +34.3% |
| YTD | +75.2% | +6.3% | +68.9% | +65.6% |
| 1Y | +107.5% | +8.7% | +98.8% | +91.7% |
| 3Y | +226.8% | +53.3% | +173.5% | +129.5% |
| All | +247.9% | +70.6% | +177.3% | +116.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling