-100.0%
VIVK vs SOXQ
+258.1%
-358.1%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.4% | +1.8% | -9.2% | -7.4% |
| 7D | -4.4% | +0.8% | -5.1% | -4.4% |
| 30D | -40.8% | -4.6% | -36.2% | -40.8% |
| 3M | -94.1% | -10.2% | -84.0% | -94.1% |
| 6M | -98.2% | +49.7% | -147.9% | -98.2% |
| YTD | -98.0% | +67.2% | -165.3% | -98.1% |
| 1Y | -100.0% | +98.0% | -198.0% | -100.0% |
| 3Y | -100.0% | +237.2% | -337.1% | -100.0% |
| All | -100.0% | +258.1% | -358.1% | -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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling