-100.0%
SOXS vs VSAT
+3.3%
-103.3%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +0.2% | -5.7% | -5.5% |
| 7D | -4.7% | -1.3% | -3.4% | -5.6% |
| 30D | +7.7% | -14.8% | +22.5% | -0.9% |
| 3M | -10.2% | +2.2% | -12.4% | +2.3% |
| 6M | -99.2% | +60.2% | -159.4% | -97.4% |
| YTD | -99.5% | +115.6% | -215.2% | -98.0% |
| 1Y | -99.8% | +132.9% | -232.6% | -98.8% |
| 3Y | -100.0% | +216.1% | -316.1% | -99.9% |
| 5Y | -100.0% | +52.9% | -152.9% | -100.0% |
| All | -100.0% | +3.3% | -103.3% | -100.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VSAT.
Daily Out/Under-Performance
Portfolio return minus VSAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSAT 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 10y: compounded portfolio wealth divided by compounded VSAT 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…
10y analysis · Full analysis span regression · 6 months rolling