+52.5%
SOXX vs VUG
+4.9%
+47.6%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.5% | -4.7% | -6.0% |
| 7D | -13.7% | -3.0% | -10.7% | -8.5% |
| 30D | -23.6% | -6.4% | -17.2% | -13.2% |
| 3M | -16.9% | -3.2% | -13.7% | -11.0% |
| 6M | -2.4% | +3.1% | -5.5% | -4.6% |
| YTD | +49.8% | +6.3% | +43.5% | +40.8% |
| 1Y | +52.5% | +5.2% | +47.3% | +46.5% |
| All | +52.5% | +4.9% | +47.6% | +46.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VUG.
Daily Out/Under-Performance
Portfolio return minus VUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VUG 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 VUG 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