+159.1%
VGT vs SOXQ
+279.9%
-120.8%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.6% | +1.6% | +0.6% |
| 7D | -1.0% | +2.3% | -3.4% | -2.5% |
| 30D | -0.4% | -3.9% | +3.5% | +1.8% |
| 3M | +6.6% | -4.7% | +11.3% | +7.8% |
| 6M | +31.0% | +47.9% | -16.8% | -1.0% |
| YTD | +27.2% | +64.3% | -37.1% | -10.5% |
| 1Y | +34.5% | +95.7% | -61.3% | -16.0% |
| 3Y | +123.1% | +231.5% | -108.4% | -5.6% |
| 5Y | +135.1% | +255.0% | -119.9% | -7.4% |
| All | +159.1% | +279.9% | -120.8% | 0.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling