-91.6%
SOXS vs VEU
+17.0%
-108.6%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +2.0% | +6.8% | +20.5% |
| 7D | +46.7% | +0.2% | +46.4% | +47.9% |
| 30D | +97.0% | -2.1% | +99.1% | +78.7% |
| 3M | +39.5% | -2.7% | +42.2% | +28.0% |
| 6M | -54.9% | +3.2% | -58.1% | -21.2% |
| YTD | -90.4% | +12.6% | -102.9% | -66.8% |
| 1Y | -91.6% | +17.1% | -108.7% | -61.1% |
| All | -91.6% | +17.0% | -108.6% | -61.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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