+51.2%
VMC vs SOXQ
+286.7%
-235.4%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.8% | -0.9% | +0.3% |
| 7D | -3.8% | +0.8% | -4.5% | -4.0% |
| 30D | -9.7% | -4.6% | -5.1% | -8.6% |
| 3M | -9.6% | -10.2% | +0.5% | -8.1% |
| 6M | -4.8% | +49.7% | -54.5% | -19.3% |
| YTD | -10.9% | +67.2% | -78.1% | -27.4% |
| 1Y | -15.6% | +98.0% | -113.6% | -35.6% |
| 3Y | +19.3% | +237.2% | -217.8% | -29.6% |
| 5Y | +48.0% | +261.3% | -213.3% | -19.0% |
| All | +51.2% | +286.7% | -235.4% | -17.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling