+52.5%
SOXX vs VG
+47.2%
+5.3%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -7.7% | +4.6% | -3.6% |
| 7D | -13.7% | -16.4% | +2.7% | -14.7% |
| 30D | -23.6% | -10.8% | -12.8% | -24.0% |
| 3M | -16.9% | -6.3% | -10.6% | -16.7% |
| 6M | -2.4% | -12.5% | +10.1% | -1.6% |
| YTD | +49.8% | +76.9% | -27.1% | +38.8% |
| 1Y | +52.5% | +51.8% | +0.7% | +45.1% |
| All | +52.5% | +47.2% | +5.3% | +45.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 VG 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