-14.1%
VCLT vs SOXQ
+279.9%
-294.1%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.6% | +1.5% | -0.9% |
| 7D | -1.3% | +2.3% | -3.6% | -1.5% |
| 30D | -1.1% | -3.9% | +2.8% | -0.8% |
| 3M | -3.7% | -4.7% | +1.0% | -3.7% |
| 6M | -4.0% | +47.9% | -51.9% | -8.1% |
| YTD | -3.4% | +64.3% | -67.7% | -8.5% |
| 1Y | -4.1% | +95.7% | -99.8% | -10.9% |
| 3Y | +11.0% | +231.5% | -220.5% | -4.8% |
| 5Y | -17.0% | +255.0% | -272.0% | -30.9% |
| All | -14.1% | +279.9% | -294.1% | -28.6% |
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