+226.8%
SOXX vs VIG
+55.8%
+171.0%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.7% | +1.1% | +0.4% |
| 7D | +1.4% | -1.1% | +2.5% | +3.6% |
| 30D | -3.6% | -2.7% | -0.8% | +1.7% |
| 3M | -10.2% | +2.5% | -12.7% | -14.8% |
| 6M | +54.2% | +9.2% | +45.0% | +30.3% |
| YTD | +75.2% | +9.8% | +65.4% | +46.8% |
| 1Y | +107.5% | +12.4% | +95.1% | +67.0% |
| 3Y | +226.8% | +55.9% | +170.9% | +51.7% |
| All | +226.8% | +55.8% | +171.0% | +51.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 3y: compounded portfolio wealth divided by compounded VIG 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…
3y analysis · Full analysis span regression · 6 months rolling