+43.5%
SOXY vs VOO
+14.7%
+28.8%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +1.6% | -4.8% | -7.1% |
| 7D | -12.3% | -0.7% | -11.6% | -10.7% |
| 30D | -22.9% | -1.1% | -21.9% | -20.6% |
| 3M | -17.3% | -0.3% | -16.9% | -16.2% |
| 6M | -2.4% | +7.4% | -9.8% | -14.5% |
| YTD | +40.8% | +13.4% | +27.4% | +12.1% |
| 1Y | +43.5% | +14.8% | +28.7% | +11.7% |
| All | +43.5% | +14.7% | +28.8% | +11.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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