+119.4%
SOXY price history and return analytics
+33.9%
+85.5%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.9% | -1.2% | -0.4% |
| 7D | +3.1% | -2.0% | +5.1% | +7.1% |
| 30D | -2.8% | -1.4% | -1.4% | 0.0% |
| 3M | -4.2% | +4.7% | -8.9% | -10.8% |
| 6M | +45.9% | +11.4% | +34.6% | +23.8% |
| YTD | +62.1% | +13.1% | +49.0% | +34.4% |
| 1Y | +88.8% | +19.0% | +69.7% | +44.1% |
| All | +119.4% | +33.9% | +85.5% | +39.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling