+55.3%
SOXX vs VG
+63.8%
-8.5%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.9% | -2.8% | -3.7% |
| 7D | +9.4% | +14.0% | -4.6% | +10.2% |
| 30D | -13.8% | -1.0% | -12.8% | -13.8% |
| 3M | -18.6% | -2.7% | -15.9% | -18.6% |
| 6M | -15.1% | +1.5% | -16.6% | -14.0% |
| YTD | +49.0% | +93.7% | -44.7% | +41.7% |
| 1Y | +55.3% | +68.5% | -13.3% | +49.3% |
| All | +55.3% | +63.8% | -8.5% | +49.3% |
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