+113.9%
SOXX vs VTV
+27.0%
+86.9%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.2% | +3.8% | +4.0% |
| 7D | +2.2% | +0.5% | +1.7% | +1.0% |
| 30D | -2.0% | +1.1% | -3.1% | -4.5% |
| 3M | -13.7% | +5.9% | -19.6% | -23.6% |
| 6M | +52.4% | +11.6% | +40.7% | +21.4% |
| YTD | +72.8% | +19.8% | +53.0% | +24.4% |
| 1Y | +113.9% | +26.2% | +87.7% | +46.0% |
| All | +113.9% | +27.0% | +86.9% | +46.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 VTV 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