-99.9%
SOXS vs VCIT
+3.2%
-103.1%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.6% | -0.1% | -12.5% | -13.2% |
| 7D | +36.2% | +0.1% | +36.1% | +36.3% |
| 30D | +131.5% | +1.9% | +129.6% | +147.3% |
| 3M | +60.5% | -1.4% | +61.9% | +48.9% |
| 6M | -25.9% | -2.1% | -23.8% | -30.7% |
| YTD | -88.3% | -1.6% | -86.7% | -88.6% |
| 1Y | -89.6% | -0.9% | -88.7% | -89.5% |
| 3Y | -99.6% | +20.0% | -119.6% | -99.1% |
| All | -99.9% | +3.2% | -103.1% | -99.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling