-91.6%
SOXS vs VRSN
+31.7%
-123.3%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +1.3% | +7.4% | +7.3% |
| 7D | +46.7% | +3.6% | +43.1% | +41.2% |
| 30D | +97.0% | +8.8% | +88.1% | +78.4% |
| 3M | +39.5% | +6.6% | +32.9% | +28.1% |
| 6M | -54.9% | +16.7% | -71.6% | -61.6% |
| YTD | -90.4% | +32.1% | -122.5% | -92.5% |
| 1Y | -91.6% | +34.1% | -125.7% | -93.5% |
| All | -91.6% | +31.7% | -123.3% | -93.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN 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 VRSN 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