-99.8%
SOXS vs VNQ
+9.6%
-109.3%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.2% | -0.7% | -9.5% | -10.1% |
| 7D | -7.0% | -1.3% | -5.7% | -6.8% |
| 30D | +2.8% | -2.9% | +5.7% | +3.3% |
| 3M | -9.8% | +0.8% | -10.6% | -8.0% |
| 6M | -99.2% | +2.5% | -101.7% | -98.9% |
| YTD | -99.5% | +10.6% | -110.1% | -99.3% |
| 1Y | -99.8% | +9.1% | -108.9% | -99.7% |
| All | -99.8% | +9.6% | -109.3% | -99.7% |
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