+119.4%
SOXY vs VOO
+28.3%
+91.1%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.6% | -1.4% | -0.9% |
| 7D | +3.1% | -2.0% | +5.0% | +6.8% |
| 30D | -2.8% | -1.7% | -1.1% | +0.2% |
| 3M | -4.2% | +4.7% | -8.9% | -10.9% |
| 6M | +45.9% | +12.6% | +33.4% | +22.0% |
| YTD | +62.1% | +11.8% | +50.3% | +37.5% |
| 1Y | +88.8% | +17.5% | +71.2% | +48.6% |
| All | +119.4% | +28.3% | +91.1% | +54.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling