-91.6%
SOXS vs VGT
+18.8%
-110.4%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +0.2% | +8.5% | +9.9% |
| 7D | +46.7% | -6.5% | +53.2% | +9.9% |
| 30D | +97.0% | -10.6% | +107.5% | +26.9% |
| 3M | +39.5% | -3.7% | +43.3% | +38.6% |
| 6M | -54.9% | +10.4% | -65.3% | +30.2% |
| YTD | -90.4% | +23.1% | -113.4% | -47.4% |
| 1Y | -91.6% | +19.9% | -111.5% | -56.1% |
| All | -91.6% | +18.8% | -110.4% | -56.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VGT.
Daily Out/Under-Performance
Portfolio return minus VGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VGT 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 VGT 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