-91.6%
SOXS vs V
+30.8%
-122.4%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | V | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +3.8% | +4.9% | +3.9% |
| 7D | +46.7% | +9.0% | +37.7% | +33.3% |
| 30D | +97.0% | +18.1% | +78.9% | +65.9% |
| 3M | +39.5% | +18.3% | +21.2% | +17.9% |
| 6M | -54.9% | +34.1% | -89.0% | -64.6% |
| YTD | -90.4% | +25.2% | -115.6% | -92.5% |
| 1Y | -91.6% | +29.3% | -121.0% | -93.8% |
| All | -91.6% | +30.8% | -122.4% | -93.8% |
Cumulative growth
Daily Returns
Daily percentage return beside V.
Daily Out/Under-Performance
Portfolio return minus V return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × V 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 1y: compounded portfolio wealth divided by compounded V 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…
1y analysis · Full analysis span regression · 6 months rolling