-87.2%
SOXS vs VTEB
+0.7%
-87.8%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +39.2% | +0.4% | +38.8% | +40.7% |
| 7D | +94.9% | +1.2% | +93.6% | +104.3% |
| 30D | +174.1% | +4.2% | +170.0% | +246.3% |
| 3M | +82.4% | -0.5% | +82.9% | +28.8% |
| 6M | -27.7% | -0.6% | -27.2% | -47.7% |
| YTD | -86.6% | +0.3% | -86.9% | -89.9% |
| 1Y | -87.2% | +0.8% | -88.0% | -90.5% |
| All | -87.2% | +0.7% | -87.8% | -90.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 VTEB 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