-93.1%
SOXS vs VG
+71.2%
-164.3%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +4.7% | -3.9% | +0.1% |
| 7D | -43.7% | +15.1% | -58.8% | -45.2% |
| 30D | +22.2% | -4.2% | +26.4% | +21.6% |
| 3M | +13.0% | -3.1% | +16.1% | +11.7% |
| 6M | -47.7% | +0.3% | -48.0% | -49.2% |
| YTD | -92.5% | +95.5% | -187.9% | -90.9% |
| 1Y | -93.1% | +64.4% | -157.6% | -92.0% |
| All | -93.1% | +71.2% | -164.3% | -92.0% |
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