-100.0%
VIVK vs SOXQ
+279.9%
-379.9%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -2.6% | +5.0% | +2.5% |
| 7D | -9.5% | +2.3% | -11.8% | -9.5% |
| 30D | -35.1% | -3.9% | -31.2% | -35.1% |
| 3M | -93.4% | -4.7% | -88.6% | -93.4% |
| 6M | -98.0% | +47.9% | -145.9% | -98.0% |
| YTD | -97.9% | +64.3% | -162.2% | -97.9% |
| 1Y | -100.0% | +95.7% | -195.7% | -100.0% |
| 3Y | -100.0% | +231.5% | -331.5% | -100.0% |
| 5Y | -100.0% | +255.0% | -355.0% | -100.0% |
| All | -100.0% | +279.9% | -379.9% | -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 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