-99.8%
SOXS vs VTV
+27.0%
-126.8%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.2% | -0.2% | -9.9% | -11.9% |
| 7D | -7.0% | +0.5% | -7.5% | -3.8% |
| 30D | +2.8% | +1.1% | +1.7% | +10.0% |
| 3M | -9.8% | +5.9% | -15.7% | +47.6% |
| 6M | -99.2% | +11.6% | -110.8% | -96.6% |
| YTD | -99.5% | +19.8% | -119.3% | -97.1% |
| 1Y | -99.8% | +26.2% | -126.0% | -98.4% |
| All | -99.8% | +27.0% | -126.8% | -98.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 VTV 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