+55.1%
VO vs SOXQ
+227.1%
-172.0%
-19.0%
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% | -0.3% |
| 7D | -2.5% | +2.3% | -4.8% | -3.1% |
| 30D | -3.2% | -3.9% | +0.7% | -2.4% |
| 3M | +3.9% | -4.7% | +8.7% | +3.9% |
| 6M | +9.6% | +47.9% | -38.2% | -4.2% |
| YTD | +11.6% | +64.3% | -52.7% | -5.7% |
| 1Y | +12.6% | +95.7% | -83.1% | -10.1% |
| All | +55.1% | +227.1% | -172.0% | -3.4% |
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