-91.6%
SOXS vs VZ
+24.4%
-116.1%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +2.1% | +6.7% | +4.8% |
| 7D | +46.7% | +6.9% | +39.7% | +30.4% |
| 30D | +97.0% | +2.3% | +94.7% | +88.4% |
| 3M | +39.5% | 0.0% | +39.5% | +42.0% |
| 6M | -54.9% | +0.2% | -55.2% | -53.7% |
| YTD | -90.4% | +20.9% | -111.3% | -92.3% |
| 1Y | -91.6% | +25.2% | -116.9% | -93.8% |
| All | -91.6% | +24.4% | -116.1% | -93.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VZ.
Daily Out/Under-Performance
Portfolio return minus VZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VZ 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 VZ 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