+107.5%
SOXX vs VSH
+119.5%
-12.0%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +6.1% | -4.3% | -1.3% |
| 7D | +1.4% | +4.8% | -3.4% | -1.1% |
| 30D | -3.6% | -0.7% | -2.9% | -3.5% |
| 3M | -10.2% | -43.1% | +32.9% | +18.0% |
| 6M | +54.2% | +91.8% | -37.5% | +8.2% |
| YTD | +75.2% | +131.6% | -56.4% | +10.9% |
| 1Y | +107.5% | +118.1% | -10.6% | +35.1% |
| All | +107.5% | +119.5% | -12.0% | +35.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 VSH 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