+3,736.4%
SOXX vs V
+2,713.6%
+1,022.8%
-60.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | V | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | 0.0% | -2.7% | -2.7% |
| 7D | +3.0% | -3.0% | +6.1% | +4.8% |
| 30D | -3.1% | +1.2% | -4.3% | -4.1% |
| 3M | -4.4% | +13.9% | -18.3% | -12.5% |
| 6M | +52.9% | +17.2% | +35.6% | +36.4% |
| YTD | +72.0% | +5.3% | +66.7% | +62.8% |
| 1Y | +105.1% | +9.5% | +95.6% | +88.8% |
| 3Y | +220.6% | +51.9% | +168.7% | +141.7% |
| 5Y | +244.8% | +69.6% | +175.2% | +143.2% |
| 10Y | +1,537.1% | +384.5% | +1,152.6% | +576.0% |
| All | +3,736.4% | +2,713.6% | +1,022.8% | +565.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling