-99.2%
SOXS vs VTI
+12.4%
-111.6%
-99.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | -0.6% | +8.7% | +2.7% |
| 7D | -9.4% | -2.0% | -7.4% | -24.7% |
| 30D | +6.2% | -1.9% | +8.1% | -11.0% |
| 3M | -28.0% | +4.5% | -32.6% | +29.2% |
| 6M | -99.2% | +12.6% | -111.8% | -95.2% |
| All | -99.2% | +12.4% | -111.6% | -95.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling