-44.1%
VG vs SOXQ
+94.6%
-138.6%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -0.6% | +5.3% | +4.9% |
| 7D | +15.1% | +16.4% | -1.3% | +9.8% |
| 30D | -4.2% | -13.9% | +9.7% | -0.2% |
| 3M | -3.1% | -15.1% | +12.0% | +0.9% |
| 6M | +0.3% | -10.2% | +10.5% | -2.9% |
| YTD | +95.5% | +48.7% | +46.8% | +23.2% |
| 1Y | +64.4% | +48.9% | +15.5% | +2.8% |
| All | -44.1% | +94.6% | -138.6% | -69.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling