-100.0%
SOXS vs VRSN
+42.7%
-142.7%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | +0.7% | +7.4% | +8.0% |
| 7D | -9.4% | -1.5% | -7.9% | -9.3% |
| 30D | +6.2% | +0.7% | +5.4% | +6.0% |
| 3M | -28.0% | +0.6% | -28.6% | -30.3% |
| 6M | -99.2% | +21.7% | -120.9% | -99.2% |
| YTD | -99.5% | +20.0% | -119.5% | -99.5% |
| 1Y | -99.7% | +3.2% | -102.9% | -99.8% |
| All | -100.0% | +42.7% | -142.7% | -100.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling