+1,537.1%
SOXX vs VO
+200.3%
+1,336.8%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.8% | +1.1% | +0.8% |
| 7D | +1.4% | -1.5% | +2.9% | +3.5% |
| 30D | -3.6% | -3.0% | -0.5% | +0.6% |
| 3M | -10.2% | +2.8% | -13.0% | -13.1% |
| 6M | +54.2% | +10.9% | +43.3% | +36.1% |
| YTD | +75.2% | +12.5% | +62.8% | +52.1% |
| 1Y | +107.5% | +12.0% | +95.5% | +81.8% |
| 3Y | +226.8% | +56.3% | +170.5% | +90.2% |
| 5Y | +251.2% | +42.9% | +208.3% | +136.2% |
| All | +1,537.1% | +200.3% | +1,336.8% | +390.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 10y: compounded portfolio wealth divided by compounded VO 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…
10y analysis · Full analysis span regression · 6 months rolling