+257.3%
SOXX vs VT
+65.7%
+191.6%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.6% | +1.3% | +1.9% |
| 7D | +6.1% | -0.1% | +6.2% | +6.3% |
| 30D | +0.5% | -0.7% | +1.2% | +1.8% |
| 3M | -5.3% | +4.0% | -9.3% | -10.7% |
| 6M | +58.3% | +12.3% | +46.0% | +31.2% |
| YTD | +76.8% | +14.0% | +62.8% | +43.1% |
| 1Y | +114.6% | +20.3% | +94.3% | +58.8% |
| 3Y | +229.6% | +75.4% | +154.2% | +31.7% |
| 5Y | +257.3% | +66.0% | +191.4% | +68.1% |
| All | +257.3% | +65.7% | +191.6% | +68.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 5y: compounded portfolio wealth divided by compounded VT 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…
5y analysis · Full analysis span regression · 6 months rolling