+191.2%
VLO vs SOXQ
+227.1%
-35.9%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.6% | +1.7% | -0.5% |
| 7D | +4.0% | +2.3% | +1.7% | +3.6% |
| 30D | +19.0% | -3.9% | +22.9% | +19.7% |
| 3M | +50.0% | -4.7% | +54.7% | +49.4% |
| 6M | +79.1% | +47.9% | +31.2% | +60.4% |
| YTD | +140.3% | +64.3% | +75.9% | +108.0% |
| 1Y | +148.3% | +95.7% | +52.6% | +103.5% |
| All | +191.2% | +227.1% | -35.9% | +95.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling