-99.8%
SOXS vs VTI
+17.9%
-117.7%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +0.8% | -6.4% | +1.0% |
| 7D | -4.7% | -0.9% | -3.8% | -11.4% |
| 30D | +7.7% | -1.4% | +9.2% | -4.2% |
| 3M | -10.2% | +3.6% | -13.7% | +40.8% |
| 6M | -99.2% | +13.6% | -112.8% | -94.8% |
| YTD | -99.5% | +12.9% | -112.4% | -96.7% |
| 1Y | -99.8% | +17.2% | -117.0% | -97.6% |
| All | -99.8% | +17.9% | -117.7% | -97.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VTI.
Daily Out/Under-Performance
Portfolio return minus VTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTI 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 VTI 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