+51.8%
VG vs SOXQ
+45.5%
+6.3%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.7% | -3.1% | -4.6% | -8.2% |
| 7D | -16.4% | -12.1% | -4.3% | -18.4% |
| 30D | -10.8% | -22.0% | +11.3% | -15.3% |
| 3M | -6.3% | -15.6% | +9.3% | -9.2% |
| 6M | -12.5% | -2.4% | -10.1% | -8.5% |
| YTD | +76.9% | +45.4% | +31.5% | +79.2% |
| 1Y | +51.8% | +47.7% | +4.1% | +49.1% |
| All | +51.8% | +45.5% | +6.3% | +49.1% |
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