+111.9%
VIAV vs SOXQ
+279.9%
-168.0%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -2.6% | -1.9% | -2.9% |
| 7D | +11.2% | +2.3% | +8.9% | +9.8% |
| 30D | -2.6% | -3.9% | +1.3% | +0.5% |
| 3M | -20.1% | -4.7% | -15.4% | -16.6% |
| 6M | +25.8% | +47.9% | -22.0% | +5.3% |
| YTD | +109.9% | +64.3% | +45.5% | +67.9% |
| 1Y | +214.3% | +95.7% | +118.6% | +130.9% |
| 3Y | +281.6% | +231.5% | +50.1% | +108.8% |
| 5Y | +132.6% | +255.0% | -122.4% | +17.0% |
| All | +111.9% | +279.9% | -168.0% | +4.8% |
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