+247.9%
SOXX price history and return analytics
+65.7%
+182.2%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.9% | +1.0% | +0.2% |
| 7D | +1.4% | -1.1% | +2.5% | +3.6% |
| 30D | -3.6% | -1.0% | -2.6% | -1.7% |
| 3M | -10.2% | +3.2% | -13.3% | -14.1% |
| 6M | +54.2% | +12.5% | +41.8% | +27.4% |
| YTD | +75.2% | +14.1% | +61.1% | +41.7% |
| 1Y | +107.5% | +18.9% | +88.6% | +56.8% |
| 3Y | +226.8% | +74.1% | +152.7% | +32.3% |
| All | +247.9% | +65.7% | +182.2% | +63.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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