-99.8%
SOXS vs VSH
+118.1%
-217.9%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.2% | +4.4% | -14.6% | -2.9% |
| 7D | -7.0% | +4.1% | -11.0% | +0.1% |
| 30D | +2.8% | -4.2% | +7.0% | +0.5% |
| 3M | -9.8% | -50.0% | +40.1% | -55.7% |
| 6M | -99.2% | +80.2% | -179.4% | -90.2% |
| YTD | -99.5% | +121.1% | -220.6% | -91.1% |
| 1Y | -99.8% | +112.0% | -211.8% | -95.8% |
| All | -99.8% | +118.1% | -217.9% | -95.8% |
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