-100.0%
SOXS vs VGT
+1,929.7%
-2,029.7%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +1.2% | -6.8% | -1.1% |
| 7D | -4.7% | -0.2% | -4.6% | -5.0% |
| 30D | +7.7% | -0.4% | +8.2% | +9.0% |
| 3M | -10.2% | +4.4% | -14.6% | +41.5% |
| 6M | -99.2% | +32.1% | -131.3% | -91.8% |
| YTD | -99.5% | +28.8% | -128.3% | -95.1% |
| 1Y | -99.8% | +35.3% | -135.1% | -96.6% |
| 3Y | -100.0% | +124.8% | -224.7% | -95.0% |
| 5Y | -100.0% | +137.9% | -237.9% | -96.2% |
| 10Y | -100.0% | +814.2% | -914.2% | -97.9% |
| All | -100.0% | +1,929.7% | -2,029.7% | -98.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling