-100.0%
SOXS vs VEEV
+18.9%
-118.9%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +0.5% | -6.1% | -5.4% |
| 7D | -4.7% | -4.6% | -0.1% | -6.3% |
| 30D | +7.7% | +8.6% | -0.9% | +11.4% |
| 3M | -10.2% | +62.4% | -72.6% | +7.3% |
| 6M | -99.2% | +40.3% | -139.5% | -99.3% |
| YTD | -99.5% | +17.5% | -117.1% | -99.6% |
| 1Y | -99.8% | -6.1% | -93.7% | -99.8% |
| 3Y | -100.0% | +16.7% | -116.7% | -100.0% |
| All | -100.0% | +18.9% | -118.9% | -100.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VEEV.
Daily Out/Under-Performance
Portfolio return minus VEEV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEEV 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 3y: compounded portfolio wealth divided by compounded VEEV 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…
3y analysis · Full analysis span regression · 6 months rolling