+123.9%
SOXY vs VOO
+29.1%
+94.8%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.3% | +0.7% |
| 7D | +5.7% | -0.4% | +6.0% | +6.3% |
| 30D | -0.1% | -1.4% | +1.2% | +2.3% |
| 3M | -4.6% | +3.7% | -8.3% | -9.8% |
| 6M | +50.6% | +13.0% | +37.6% | +24.9% |
| YTD | +65.4% | +12.4% | +53.0% | +38.8% |
| 1Y | +94.1% | +18.6% | +75.5% | +50.5% |
| All | +123.9% | +29.1% | +94.8% | +55.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling