+3,513.3%
SOXX vs VT
+374.2%
+3,139.1%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | 0.0% | +3.5% | +3.5% |
| 7D | +2.2% | +0.4% | +1.8% | +1.7% |
| 30D | -2.0% | +1.0% | -3.0% | -3.1% |
| 3M | -13.7% | +2.4% | -16.1% | -14.8% |
| 6M | +52.4% | +12.0% | +40.4% | +36.2% |
| YTD | +72.8% | +15.3% | +57.5% | +49.7% |
| 1Y | +113.9% | +22.6% | +91.3% | +73.6% |
| 3Y | +210.7% | +74.7% | +136.1% | +75.5% |
| 5Y | +244.6% | +66.1% | +178.5% | +114.4% |
| 10Y | +1,468.0% | +225.0% | +1,243.0% | +424.5% |
| All | +3,513.3% | +374.2% | +3,139.1% | +751.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling