+4.5%
VCIT vs SOXQ
+283.8%
-279.2%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.4% | -3.4% | -0.2% |
| 7D | -0.3% | +2.3% | -2.7% | -0.4% |
| 30D | -0.8% | -2.3% | +1.5% | -0.7% |
| 3M | -1.0% | -13.8% | +12.8% | -0.6% |
| 6M | -1.8% | +48.6% | -50.5% | -3.9% |
| YTD | -0.7% | +66.0% | -66.7% | -3.4% |
| 1Y | +1.0% | +107.9% | -106.9% | -2.9% |
| 3Y | +18.8% | +224.1% | -205.3% | +10.2% |
| 5Y | +3.5% | +256.6% | -253.1% | -6.1% |
| All | +4.5% | +283.8% | -279.2% | -5.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling