+69.9%
VIG vs SOXQ
+286.7%
-216.8%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.8% | -1.1% | +0.3% |
| 7D | -1.1% | +0.8% | -1.8% | -1.3% |
| 30D | -2.7% | -4.6% | +1.8% | -1.8% |
| 3M | +2.5% | -10.2% | +12.7% | +4.2% |
| 6M | +9.2% | +49.7% | -40.4% | -4.7% |
| YTD | +9.8% | +67.2% | -57.4% | -7.4% |
| 1Y | +12.4% | +98.0% | -85.6% | -10.3% |
| 3Y | +55.9% | +237.2% | -181.3% | +1.2% |
| 5Y | +63.9% | +261.3% | -197.3% | -0.4% |
| All | +69.9% | +286.7% | -216.8% | +2.4% |
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