+55.3%
SOXX vs VST
-24.4%
+79.7%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -1.1% | -2.6% | -3.2% |
| 7D | +9.4% | +6.6% | +2.8% | +6.4% |
| 30D | -13.8% | -12.4% | -1.4% | -9.2% |
| 3M | -18.6% | -9.0% | -9.6% | -16.0% |
| 6M | -15.1% | -6.4% | -8.7% | -12.8% |
| YTD | +49.0% | -17.2% | +66.2% | +55.0% |
| 1Y | +55.3% | -22.0% | +77.3% | +64.4% |
| All | +55.3% | -24.4% | +79.7% | +64.4% |
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