+3,496.4%
SOXX price history and return analytics
+364.8%
+3,131.6%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.9% | -1.9% | -1.7% |
| 7D | +3.0% | -2.0% | +5.0% | +5.6% |
| 30D | -3.1% | -1.4% | -1.7% | -1.4% |
| 3M | -4.4% | +4.7% | -9.1% | -8.5% |
| 6M | +52.9% | +11.4% | +41.5% | +37.6% |
| YTD | +72.0% | +13.1% | +58.9% | +52.6% |
| 1Y | +105.1% | +19.0% | +86.1% | +72.4% |
| 3Y | +220.6% | +73.9% | +146.7% | +82.2% |
| 5Y | +244.8% | +65.4% | +179.4% | +116.2% |
| 10Y | +1,537.1% | +225.4% | +1,311.7% | +449.7% |
| All | +3,496.4% | +364.8% | +3,131.6% | +768.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling