+4,173.0%
SOXX vs VOO
+802.4%
+3,370.6%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.6% | -2.1% | -1.9% |
| 7D | +3.0% | -2.0% | +5.0% | +6.0% |
| 30D | -3.1% | -1.7% | -1.5% | -0.8% |
| 3M | -4.4% | +4.7% | -9.1% | -9.6% |
| 6M | +52.9% | +12.6% | +40.3% | +32.0% |
| YTD | +72.0% | +11.8% | +60.2% | +50.5% |
| 1Y | +105.1% | +17.5% | +87.6% | +68.4% |
| 3Y | +220.6% | +77.0% | +143.6% | +57.5% |
| 5Y | +244.8% | +82.6% | +162.2% | +69.4% |
| 10Y | +1,537.1% | +320.0% | +1,217.2% | +196.7% |
| All | +4,173.0% | +802.4% | +3,370.6% | +213.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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