+3.6%
VCIT vs SOXQ
+265.0%
-261.4%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.3% | -1.4% | -0.1% |
| 7D | +0.1% | +5.3% | -5.2% | -0.1% |
| 30D | -0.8% | -3.7% | +2.9% | -0.6% |
| 3M | -0.5% | -7.8% | +7.3% | -0.4% |
| 6M | -1.4% | +58.4% | -59.8% | -3.8% |
| YTD | -0.8% | +68.1% | -68.9% | -3.5% |
| 1Y | +0.3% | +105.4% | -105.1% | -3.5% |
| 3Y | +19.2% | +239.2% | -220.0% | +10.2% |
| 5Y | +3.6% | +266.9% | -263.3% | -6.3% |
| All | +3.6% | +265.0% | -261.4% | -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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling