+55.6%
VFC vs SOXQ
+45.5%
+10.1%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -3.1% | +7.6% | +5.0% |
| 7D | +21.5% | -12.1% | +33.6% | +24.2% |
| 30D | +46.7% | -22.0% | +68.7% | +53.9% |
| 3M | +38.4% | -15.6% | +54.0% | +42.1% |
| 6M | +15.2% | -2.4% | +17.6% | +7.6% |
| YTD | +17.8% | +45.4% | -27.6% | -7.8% |
| 1Y | +55.6% | +47.7% | +7.9% | +20.8% |
| All | +55.6% | +45.5% | +10.1% | +20.8% |
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