+360.5%
SOXX vs VEA
+20.4%
+340.1%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +2.1% | -5.2% | -7.2% |
| 7D | +158.9% | +0.7% | +158.2% | +155.9% |
| 30D | +129.2% | -0.4% | +129.6% | +131.8% |
| 3M | +149.7% | -1.7% | +151.4% | +158.9% |
| 6M | +193.4% | +5.1% | +188.3% | +181.4% |
| YTD | +351.0% | +14.4% | +336.6% | +262.8% |
| 1Y | +360.5% | +20.5% | +340.0% | +233.4% |
| All | +360.5% | +20.4% | +340.1% | +233.4% |
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