+296.9%
ROIV vs SOXQ
+231.9%
+65.0%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.5% | +2.3% | +0.2% |
| 7D | +1.7% | +8.2% | -6.5% | -1.4% |
| 30D | +17.6% | -13.2% | +30.7% | +23.3% |
| 3M | +9.0% | -18.5% | +27.5% | +16.6% |
| 6M | +35.3% | -15.4% | +50.7% | +39.4% |
| YTD | +82.2% | +43.6% | +38.6% | +49.2% |
| 1Y | +92.3% | +49.2% | +43.0% | +54.2% |
| 3Y | +336.8% | +190.2% | +146.6% | +142.0% |
| 5Y | +370.6% | +178.2% | +192.4% | +150.7% |
| All | +296.9% | +231.9% | +65.0% | +109.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXQ.
Daily Out/Under-Performance
Portfolio return minus SOXQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXQ 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 10y: compounded portfolio wealth divided by compounded SOXQ 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…
10y analysis · Full analysis span regression · 6 months rolling