+105.1%
SOXX vs VST
-26.3%
+131.4%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -2.7% | -0.1% | -1.6% |
| 7D | +3.0% | +2.0% | +1.1% | +2.2% |
| 30D | -3.1% | +1.5% | -4.6% | -3.7% |
| 3M | -4.4% | +6.3% | -10.7% | -6.5% |
| 6M | +52.9% | -10.3% | +63.2% | +57.6% |
| YTD | +72.0% | -8.6% | +80.6% | +73.8% |
| 1Y | +105.1% | -29.3% | +134.5% | +128.1% |
| All | +105.1% | -26.3% | +131.4% | +128.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VST.
Daily Out/Under-Performance
Portfolio return minus VST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VST 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 VST 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