-99.3%
SOXS vs VEA
+14.1%
-113.3%
-99.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.9% | -1.0% | -7.4% |
| 7D | -16.6% | +0.3% | -16.9% | -15.1% |
| 30D | -4.4% | +0.4% | -4.8% | -0.4% |
| 3M | -26.2% | +4.8% | -31.0% | +26.1% |
| 6M | -99.3% | +11.3% | -110.5% | -95.4% |
| All | -99.3% | +14.1% | -113.3% | -95.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling