+124.2%
SOXY price history and return analytics
+35.9%
+88.2%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.5% | +2.3% | +2.7% |
| 7D | +6.0% | +1.0% | +5.0% | +3.9% |
| 30D | -1.9% | -0.2% | -1.6% | -1.4% |
| 3M | -6.6% | +4.5% | -11.2% | -13.0% |
| 6M | +55.4% | +14.1% | +41.3% | +26.1% |
| YTD | +65.6% | +14.8% | +50.8% | +33.4% |
| 1Y | +95.3% | +21.2% | +74.1% | +44.0% |
| All | +124.2% | +35.9% | +88.2% | +37.9% |
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