+289.1%
SOXQ vs VOO
+93.6%
+195.5%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.5% | +0.8% | +1.2% |
| 7D | +5.2% | -0.4% | +5.6% | +5.8% |
| 30D | -0.5% | -1.4% | +0.9% | +2.0% |
| 3M | -5.6% | +3.7% | -9.3% | -10.6% |
| 6M | +53.0% | +13.0% | +40.0% | +26.0% |
| YTD | +68.8% | +12.4% | +56.3% | +40.8% |
| 1Y | +105.7% | +18.6% | +87.1% | +57.9% |
| 3Y | +240.5% | +78.1% | +162.4% | +40.7% |
| 5Y | +266.8% | +82.3% | +184.5% | +54.8% |
| All | +289.1% | +93.6% | +195.5% | +56.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling