-100.0%
VIVK vs SOXQ
+29.4%
-129.4%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -23.3% | -12.1% | -11.2% | -20.4% |
| 7D | -75.3% | -21.6% | -53.7% | -74.0% |
| 30D | -92.3% | -31.7% | -60.6% | -91.9% |
| 3M | -98.3% | -24.8% | -73.5% | -98.2% |
| 6M | -99.9% | -17.7% | -82.3% | -99.9% |
| YTD | -99.9% | +27.7% | -127.7% | -99.9% |
| 1Y | -100.0% | +26.0% | -126.0% | -100.0% |
| All | -100.0% | +29.4% | -129.4% | -100.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling