-100.0%
SOXS vs VEU
+73.8%
-173.8%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +1.0% | -6.6% | +0.3% |
| 7D | -4.7% | -1.4% | -3.3% | -11.9% |
| 30D | +7.7% | -0.4% | +8.2% | +7.0% |
| 3M | -10.2% | +2.5% | -12.7% | +28.6% |
| 6M | -99.2% | +11.1% | -110.4% | -94.4% |
| YTD | -99.5% | +16.5% | -116.0% | -95.4% |
| 1Y | -99.8% | +22.9% | -122.7% | -96.6% |
| 3Y | -100.0% | +73.4% | -173.4% | -97.6% |
| All | -100.0% | +73.8% | -173.8% | -97.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling