+107.5%
SOXX vs VG
+15.2%
+92.3%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.9% | -0.1% | +1.9% |
| 7D | +1.4% | +9.6% | -8.2% | +1.8% |
| 30D | -3.6% | +15.2% | -18.7% | -3.0% |
| 3M | -10.2% | +24.1% | -34.2% | -9.0% |
| 6M | +54.2% | +27.2% | +27.1% | +53.6% |
| YTD | +75.2% | +132.3% | -57.1% | +58.1% |
| 1Y | +107.5% | +15.7% | +91.8% | +114.2% |
| All | +107.5% | +15.2% | +92.3% | +114.2% |
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