-100.0%
SOXS vs VIAV
+139.8%
-239.8%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +3.6% | -9.2% | -0.8% |
| 7D | -4.7% | +11.2% | -15.9% | +10.7% |
| 30D | +7.7% | -10.1% | +17.9% | -1.2% |
| 3M | -10.2% | -22.9% | +12.7% | -14.1% |
| 6M | -99.2% | +28.8% | -128.0% | -95.2% |
| YTD | -99.5% | +117.5% | -217.0% | -93.9% |
| 1Y | -99.8% | +216.1% | -315.8% | -94.5% |
| 3Y | -100.0% | +292.2% | -392.2% | -99.2% |
| All | -100.0% | +139.8% | -239.8% | -99.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VIAV.
Daily Out/Under-Performance
Portfolio return minus VIAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIAV 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 5y: compounded portfolio wealth divided by compounded VIAV 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…
5y analysis · Full analysis span regression · 6 months rolling