+49.5%
VMC vs SOXQ
+290.2%
-240.7%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.4% | -3.6% | -3.4% |
| 7D | -5.3% | +5.2% | -10.6% | -6.7% |
| 30D | -12.3% | -0.5% | -11.7% | -12.3% |
| 3M | -10.3% | -5.6% | -4.6% | -10.2% |
| 6M | -8.6% | +53.0% | -61.6% | -23.0% |
| YTD | -11.9% | +68.8% | -80.7% | -28.4% |
| 1Y | -13.9% | +105.7% | -119.6% | -35.2% |
| 3Y | +18.2% | +240.5% | -222.3% | -30.5% |
| 5Y | +47.7% | +266.8% | -219.0% | -19.3% |
| All | +49.5% | +290.2% | -240.7% | -18.7% |
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