-100.0%
SOXS vs V
+70.6%
-170.6%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | V | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +0.9% | -6.4% | -4.1% |
| 7D | -4.7% | -1.2% | -3.5% | -6.7% |
| 30D | +7.7% | +3.1% | +4.7% | +12.0% |
| 3M | -10.2% | +16.3% | -26.5% | +9.9% |
| 6M | -99.2% | +20.4% | -119.6% | -99.2% |
| YTD | -99.5% | +6.3% | -105.8% | -99.6% |
| 1Y | -99.8% | +8.7% | -108.5% | -99.8% |
| 3Y | -100.0% | +53.3% | -153.3% | -100.0% |
| All | -100.0% | +70.6% | -170.6% | -100.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling