+47.7%
SOXQ vs VOO
+14.7%
+33.0%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.6% | -4.7% | -7.4% |
| 7D | -12.1% | -0.7% | -11.4% | -10.3% |
| 30D | -22.0% | -1.1% | -21.0% | -19.5% |
| 3M | -15.6% | -0.3% | -15.2% | -14.3% |
| 6M | -2.4% | +7.4% | -9.7% | -15.7% |
| YTD | +45.4% | +13.4% | +32.0% | +12.3% |
| 1Y | +47.7% | +14.8% | +32.9% | +11.2% |
| All | +47.7% | +14.7% | +33.0% | +11.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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