-91.6%
SOXS vs VG
+47.2%
-138.8%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | -7.7% | +16.5% | +10.2% |
| 7D | +46.7% | -16.4% | +63.0% | +50.7% |
| 30D | +97.0% | -10.8% | +107.7% | +98.2% |
| 3M | +39.5% | -6.3% | +45.8% | +38.0% |
| 6M | -54.9% | -12.5% | -42.4% | -55.1% |
| YTD | -90.4% | +76.9% | -167.3% | -87.8% |
| 1Y | -91.6% | +51.8% | -143.4% | -90.1% |
| All | -91.6% | +47.2% | -138.8% | -90.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 VG 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