-91.6%
SOXS vs VTRS
+90.6%
-182.3%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +1.6% | +7.2% | +9.2% |
| 7D | +46.7% | +2.4% | +44.3% | +47.7% |
| 30D | +97.0% | +9.1% | +87.9% | +101.8% |
| 3M | +39.5% | +9.4% | +30.1% | +43.4% |
| 6M | -54.9% | +28.3% | -83.3% | -49.2% |
| YTD | -90.4% | +58.0% | -148.4% | -87.4% |
| 1Y | -91.6% | +89.7% | -181.4% | -87.9% |
| All | -91.6% | +90.6% | -182.3% | -87.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS 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 VTRS 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