-1.0%
VCIT vs SOXQ
+40.3%
-41.3%
-4.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.3% | -0.7% |
| 7D | +0.1% | -5.7% | +5.8% | +0.2% |
| 30D | +1.1% | -20.5% | +21.6% | +1.7% |
| 3M | -1.4% | -16.6% | +15.2% | -1.0% |
| 6M | -2.3% | -15.0% | +12.6% | -2.4% |
| YTD | -1.8% | +41.5% | -43.3% | -3.8% |
| 1Y | -1.0% | +40.2% | -41.2% | -3.0% |
| All | -1.0% | +40.3% | -41.3% | -3.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling