-91.6%
SOXS vs VCIT
-0.8%
-90.9%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +0.6% | +8.2% | +13.4% |
| 7D | +46.7% | +0.4% | +46.2% | +50.7% |
| 30D | +97.0% | +2.2% | +94.8% | +132.2% |
| 3M | +39.5% | -1.8% | +41.4% | +6.6% |
| 6M | -54.9% | -1.6% | -53.3% | -61.5% |
| YTD | -90.4% | -1.7% | -88.6% | -91.4% |
| 1Y | -91.6% | -0.8% | -90.8% | -92.6% |
| All | -91.6% | -0.8% | -90.9% | -92.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT 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 VCIT 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