-87.2%
SOXS vs VNQ
+11.6%
-98.8%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +39.2% | -1.8% | +41.1% | +40.0% |
| 7D | +94.9% | +2.5% | +92.4% | +89.8% |
| 30D | +174.1% | +7.0% | +167.1% | +161.9% |
| 3M | +82.4% | -1.9% | +84.3% | +81.2% |
| 6M | -27.7% | +2.3% | -30.0% | -25.9% |
| YTD | -86.6% | +11.8% | -98.5% | -83.6% |
| 1Y | -87.2% | +11.9% | -99.0% | -84.3% |
| All | -87.2% | +11.6% | -98.8% | -84.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 VNQ 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