-99.8%
SOXS vs VFC
-6.8%
-92.9%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.2% | +2.4% | -12.6% | -8.7% |
| 7D | -7.0% | -1.6% | -5.4% | -7.7% |
| 30D | +2.8% | -11.6% | +14.4% | -5.0% |
| 3M | -9.8% | -18.1% | +8.3% | -17.7% |
| 6M | -99.2% | -27.4% | -71.8% | -99.3% |
| YTD | -99.5% | -24.8% | -74.7% | -99.5% |
| 1Y | -99.8% | -8.2% | -91.6% | -99.7% |
| All | -99.8% | -6.8% | -92.9% | -99.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VFC.
Daily Out/Under-Performance
Portfolio return minus VFC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VFC 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 VFC 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