-91.6%
SOXS vs VEA
+20.4%
-112.1%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +2.1% | +6.7% | +20.4% |
| 7D | +46.7% | +0.7% | +46.0% | +51.6% |
| 30D | +97.0% | -0.4% | +97.4% | +97.1% |
| 3M | +39.5% | -1.7% | +41.2% | +35.9% |
| 6M | -54.9% | +5.1% | -60.0% | -16.9% |
| YTD | -90.4% | +14.4% | -104.8% | -65.9% |
| 1Y | -91.6% | +20.5% | -112.2% | -57.4% |
| All | -91.6% | +20.4% | -112.1% | -57.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VEA.
Daily Out/Under-Performance
Portfolio return minus VEA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEA 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 VEA 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