+103.7%
SOXX vs VLTO
-11.8%
+115.5%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.3% | -1.4% | -3.0% |
| 7D | +3.0% | -4.5% | +7.6% | +2.0% |
| 30D | -3.1% | -4.6% | +1.5% | -4.1% |
| 3M | -4.4% | +13.3% | -17.7% | -5.1% |
| 6M | +52.9% | +2.1% | +50.8% | +54.7% |
| YTD | +72.0% | -6.1% | +78.1% | +76.4% |
| All | +103.7% | -11.8% | +115.5% | +110.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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