+3,015.2%
SOXX vs VT
+356.5%
+2,658.7%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.3% | -3.4% | -3.3% |
| 7D | +9.4% | +2.4% | +7.0% | +6.5% |
| 30D | -13.8% | -1.5% | -12.3% | -11.4% |
| 3M | -18.6% | -4.1% | -14.5% | -13.4% |
| 6M | -15.1% | +0.6% | -15.7% | -13.3% |
| YTD | +49.0% | +11.0% | +38.0% | +36.6% |
| 1Y | +55.3% | +13.3% | +41.9% | +39.3% |
| 3Y | +179.0% | +73.4% | +105.6% | +60.8% |
| 5Y | +166.5% | +57.4% | +109.1% | +78.2% |
| 10Y | +1,203.0% | +221.7% | +981.3% | +349.2% |
| All | +3,015.2% | +356.5% | +2,658.7% | +677.2% |
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