+119.5%
VIAV vs SOXQ
+286.7%
-167.1%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +1.8% | +1.8% | +2.5% |
| 7D | +11.2% | +0.8% | +10.4% | +10.8% |
| 30D | -10.1% | -4.6% | -5.5% | -7.0% |
| 3M | -22.9% | -10.2% | -12.7% | -16.9% |
| 6M | +28.8% | +49.7% | -20.9% | +6.9% |
| YTD | +117.5% | +67.2% | +50.2% | +72.1% |
| 1Y | +216.1% | +98.0% | +118.1% | +130.4% |
| 3Y | +292.2% | +237.2% | +55.0% | +112.4% |
| 5Y | +141.0% | +261.3% | -120.3% | +20.0% |
| All | +119.5% | +286.7% | -167.1% | +7.5% |
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