-91.6%
SOXS vs VSH
+62.1%
-153.7%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | -5.1% | +13.8% | +1.0% |
| 7D | +46.7% | -13.6% | +60.3% | +23.0% |
| 30D | +97.0% | -30.4% | +127.3% | +29.6% |
| 3M | +39.5% | -33.3% | +72.8% | -6.2% |
| 6M | -54.9% | -15.1% | -39.9% | -33.1% |
| YTD | -90.4% | +80.2% | -170.6% | -47.1% |
| 1Y | -91.6% | +63.4% | -155.0% | -58.0% |
| All | -91.6% | +62.1% | -153.7% | -58.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 VSH 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