-50.2%
VG vs SOXQ
+85.9%
-136.1%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +7.0% | -4.7% | +0.2% |
| 7D | -8.3% | -2.9% | -5.5% | -7.6% |
| 30D | -10.3% | -20.1% | +9.8% | -4.4% |
| 3M | -10.8% | -18.6% | +7.9% | -5.9% |
| 6M | +3.5% | -14.6% | +18.1% | +1.5% |
| YTD | +74.0% | +42.1% | +31.9% | +11.2% |
| 1Y | +48.9% | +45.2% | +3.7% | -7.1% |
| All | -50.2% | +85.9% | -136.1% | -72.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling