-91.6%
SOXS vs VST
-35.7%
-56.0%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | -13.8% | +22.6% | -8.7% |
| 7D | +46.7% | -15.7% | +62.4% | +21.3% |
| 30D | +97.0% | -17.0% | +113.9% | +66.3% |
| 3M | +39.5% | -15.9% | +55.4% | +23.3% |
| 6M | -54.9% | -25.0% | -29.9% | -60.1% |
| YTD | -90.4% | -25.1% | -65.3% | -90.3% |
| 1Y | -91.6% | -34.9% | -56.8% | -92.8% |
| All | -91.6% | -35.7% | -56.0% | -92.8% |
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