+4.2%
VCIT vs SOXQ
+290.2%
-286.0%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.4% | -0.6% | -0.2% |
| 7D | -0.2% | +5.2% | -5.4% | -0.4% |
| 30D | -0.5% | -0.5% | 0.0% | -0.5% |
| 3M | -0.9% | -5.6% | +4.7% | -0.9% |
| 6M | -1.9% | +53.0% | -55.0% | -4.1% |
| YTD | -1.0% | +68.8% | -69.7% | -3.7% |
| 1Y | +0.2% | +105.7% | -105.5% | -3.5% |
| 3Y | +19.0% | +240.5% | -221.5% | +10.1% |
| 5Y | +3.1% | +266.8% | -263.7% | -6.6% |
| All | +4.2% | +290.2% | -286.0% | -5.7% |
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