+30.8%
SOXX vs VTV
+23.8%
+6.9%
-71.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -70.7% | -3.1% | -67.6% | -58.4% |
| 7D | -23.0% | -2.2% | -20.8% | +7.3% |
| 30D | -32.9% | +2.2% | -35.1% | -15.0% |
| 3M | -25.3% | +0.4% | -25.7% | -1.8% |
| 6M | -17.8% | +9.4% | -27.2% | -9.6% |
| YTD | +32.1% | +19.0% | +13.1% | +27.1% |
| 1Y | +30.8% | +23.3% | +7.4% | +19.7% |
| All | +30.8% | +23.8% | +6.9% | +19.7% |
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