+30.0%
SOXX vs VTEB
+0.7%
+29.3%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.1% | +0.4% | -12.5% | -12.6% |
| 7D | -23.0% | +1.2% | -24.2% | -24.6% |
| 30D | -32.9% | +4.2% | -37.0% | -38.7% |
| 3M | -25.4% | -0.5% | -24.9% | -17.6% |
| 6M | -17.9% | -0.6% | -17.4% | -8.4% |
| YTD | +31.6% | +0.3% | +31.4% | +46.3% |
| 1Y | +30.0% | +0.8% | +29.1% | +45.2% |
| All | +30.0% | +0.7% | +29.3% | +45.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 VTEB 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