-99.8%
SOXS vs VST
-20.6%
-79.2%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.2% | +3.5% | -13.7% | -5.3% |
| 7D | -7.0% | +8.9% | -15.9% | +5.3% |
| 30D | +2.8% | +6.2% | -3.4% | +13.1% |
| 3M | -9.8% | -2.7% | -7.1% | -2.2% |
| 6M | -99.2% | -8.4% | -90.8% | -98.2% |
| YTD | -99.5% | -7.2% | -92.3% | -98.8% |
| 1Y | -99.8% | -20.9% | -78.9% | -99.5% |
| All | -99.8% | -20.6% | -79.2% | -99.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VST.
Daily Out/Under-Performance
Portfolio return minus VST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VST 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 VST 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