-100.0%
SOXS vs VEA
+59.5%
-159.5%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +1.1% | -6.6% | -0.3% |
| 7D | -4.7% | -1.5% | -3.3% | -11.1% |
| 30D | +7.7% | -0.8% | +8.6% | +5.1% |
| 3M | -10.2% | +2.5% | -12.6% | +22.3% |
| 6M | -99.2% | +11.1% | -110.3% | -95.3% |
| YTD | -99.5% | +17.2% | -116.7% | -96.2% |
| 1Y | -99.8% | +24.5% | -124.3% | -97.2% |
| 3Y | -100.0% | +75.4% | -175.4% | -98.2% |
| All | -100.0% | +59.5% | -159.5% | -99.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling