+53.1%
VLTO vs SOXQ
+215.1%
-162.0%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.5% | -1.0% |
| 7D | +0.8% | +16.4% | -15.6% | -0.4% |
| 30D | +18.7% | -13.9% | +32.6% | +19.9% |
| 3M | +21.7% | -15.1% | +36.8% | +23.0% |
| 6M | +35.8% | -10.2% | +46.0% | +34.2% |
| YTD | +18.3% | +48.7% | -30.5% | +5.0% |
| 1Y | +20.9% | +48.9% | -28.0% | +7.1% |
| 3Y | +68.8% | +197.4% | -128.6% | +13.7% |
| All | +53.1% | +215.1% | -162.0% | -1.1% |
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 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