-99.8%
SOXS vs VUG
+15.8%
-115.5%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.2% | -0.5% | -9.7% | -12.9% |
| 7D | -7.0% | -0.1% | -6.9% | -7.9% |
| 30D | +2.8% | -0.3% | +3.1% | +1.7% |
| 3M | -9.8% | -0.7% | -9.2% | +13.1% |
| 6M | -99.2% | +14.6% | -113.8% | -96.2% |
| YTD | -99.5% | +9.0% | -108.5% | -98.1% |
| 1Y | -99.8% | +14.9% | -114.6% | -98.9% |
| All | -99.8% | +15.8% | -115.5% | -98.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VUG.
Daily Out/Under-Performance
Portfolio return minus VUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VUG 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 VUG 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