-100.0%
SOXS vs VZ
+27.6%
-127.6%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +1.3% | -6.8% | -6.0% |
| 7D | -4.7% | +0.9% | -5.7% | -5.1% |
| 30D | +7.7% | +7.7% | 0.0% | +5.2% |
| 3M | -10.2% | +9.7% | -19.8% | -12.5% |
| 6M | -99.2% | +3.1% | -102.3% | -99.2% |
| YTD | -99.5% | +30.5% | -130.0% | -99.5% |
| 1Y | -99.8% | +22.5% | -122.2% | -99.8% |
| 3Y | -100.0% | +82.4% | -182.3% | -100.0% |
| All | -100.0% | +27.6% | -127.6% | -100.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling