+287.6%
SOXQ vs VT
+71.6%
+216.0%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.5% | +1.8% | +2.2% |
| 7D | +5.3% | +1.0% | +4.3% | +3.2% |
| 30D | -3.7% | -0.2% | -3.5% | -3.2% |
| 3M | -7.8% | +4.5% | -12.4% | -13.9% |
| 6M | +58.4% | +14.1% | +44.3% | +27.6% |
| YTD | +68.1% | +14.8% | +53.4% | +34.5% |
| 1Y | +105.4% | +21.2% | +84.2% | +50.1% |
| 3Y | +239.2% | +76.6% | +162.6% | +35.8% |
| 5Y | +266.9% | +66.6% | +200.3% | +68.0% |
| All | +287.6% | +71.6% | +216.0% | +74.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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