+2,808.1%
SOXX vs VO
+806.0%
+2,002.1%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.9% | -1.8% | -1.7% |
| 7D | +3.0% | -2.5% | +5.5% | +6.1% |
| 30D | -3.1% | -3.2% | +0.1% | +0.7% |
| 3M | -4.4% | +3.9% | -8.3% | -8.0% |
| 6M | +52.9% | +9.6% | +43.2% | +39.4% |
| YTD | +72.0% | +11.6% | +60.4% | +54.0% |
| 1Y | +105.1% | +12.6% | +92.5% | +82.3% |
| 3Y | +220.6% | +55.4% | +165.2% | +103.8% |
| 5Y | +244.8% | +41.8% | +203.0% | +151.3% |
| 10Y | +1,537.1% | +196.4% | +1,340.7% | +465.6% |
| All | +2,808.1% | +806.0% | +2,002.1% | +187.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling