+3.1%
VCIT vs SOXQ
+243.8%
-240.7%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.1% | -0.7% |
| 7D | -1.4% | +16.4% | -17.8% | -2.0% |
| 30D | +0.8% | -13.9% | +14.7% | +1.3% |
| 3M | -1.7% | -15.1% | +13.4% | -1.2% |
| 6M | -2.1% | -10.2% | +8.1% | -2.0% |
| YTD | -2.0% | +48.7% | -50.7% | -4.3% |
| 1Y | -1.5% | +48.9% | -50.4% | -3.8% |
| 3Y | +19.0% | +197.4% | -178.4% | +10.6% |
| 5Y | +3.8% | +188.2% | -184.4% | -5.4% |
| All | +3.1% | +243.8% | -240.7% | -6.3% |
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