-35.7%
VG vs SOXQ
+120.8%
-156.5%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +0.4% | +3.4% | +3.7% |
| 7D | +3.8% | +5.2% | -1.4% | +2.1% |
| 30D | +7.2% | -0.5% | +7.7% | +7.2% |
| 3M | +22.8% | -5.6% | +28.4% | +21.9% |
| 6M | +33.2% | +53.0% | -19.8% | -8.4% |
| YTD | +124.8% | +68.8% | +56.0% | +37.4% |
| 1Y | +15.8% | +105.7% | -89.9% | -41.8% |
| All | -35.7% | +120.8% | -156.5% | -65.6% |
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 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