+113.9%
SOXX vs VEA
+29.8%
+84.1%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.4% | +3.1% | +2.7% |
| 7D | +2.2% | +1.0% | +1.3% | +0.4% |
| 30D | -2.0% | +1.9% | -4.0% | -5.4% |
| 3M | -13.7% | +3.2% | -16.9% | -17.3% |
| 6M | +52.4% | +10.2% | +42.1% | +34.1% |
| YTD | +72.8% | +18.9% | +53.9% | +29.5% |
| 1Y | +113.9% | +29.3% | +84.6% | +41.3% |
| All | +113.9% | +29.8% | +84.1% | +41.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VEA.
Daily Out/Under-Performance
Portfolio return minus VEA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEA 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 VEA 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