+73.9%
VLTO vs SOXQ
+175.4%
-101.4%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +3.9% | -3.4% | +0.2% |
| 7D | +5.4% | -12.2% | +17.6% | +6.2% |
| 30D | +22.3% | -28.2% | +50.5% | +25.2% |
| 3M | +19.6% | -22.1% | +41.7% | +21.4% |
| 6M | +35.2% | -18.1% | +53.3% | +34.0% |
| YTD | +17.9% | +32.7% | -14.9% | +6.1% |
| 1Y | +19.5% | +34.1% | -14.6% | +7.2% |
| 3Y | +73.9% | +176.7% | -102.8% | +33.0% |
| All | +73.9% | +175.4% | -101.4% | +33.0% |
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 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