-99.8%
SOXS vs VO
+15.8%
-115.6%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.2% | -0.2% | -10.0% | -11.6% |
| 7D | -7.0% | -0.3% | -6.7% | -8.9% |
| 30D | +2.8% | -0.3% | +3.1% | +1.2% |
| 3M | -9.8% | +2.9% | -12.8% | +28.5% |
| 6M | -99.2% | +9.3% | -108.5% | -97.0% |
| YTD | -99.5% | +14.2% | -113.7% | -97.6% |
| 1Y | -99.8% | +15.3% | -115.0% | -98.9% |
| All | -99.8% | +15.8% | -115.6% | -98.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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