+285.5%
SOXQ vs VOO
+94.0%
+191.5%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.8% | +0.9% | +0.2% |
| 7D | +0.8% | -0.8% | +1.5% | +2.2% |
| 30D | -4.6% | -1.1% | -3.5% | -2.7% |
| 3M | -10.2% | +3.9% | -14.0% | -15.3% |
| 6M | +49.7% | +13.6% | +36.0% | +22.2% |
| YTD | +67.2% | +12.7% | +54.5% | +39.0% |
| 1Y | +98.0% | +17.6% | +80.4% | +54.2% |
| 3Y | +237.2% | +77.3% | +159.8% | +40.2% |
| 5Y | +261.3% | +84.1% | +177.2% | +50.9% |
| All | +285.5% | +94.0% | +191.5% | +54.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling