+48.4%
VO vs SOXQ
+290.2%
-241.8%
-27.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.4% | -1.2% | -0.9% |
| 7D | -0.6% | +5.2% | -5.8% | -2.3% |
| 30D | -1.9% | -0.5% | -1.4% | -1.9% |
| 3M | +3.3% | -5.6% | +8.9% | +3.6% |
| 6M | +9.7% | +53.0% | -43.3% | -8.7% |
| YTD | +12.6% | +68.8% | -56.2% | -9.9% |
| 1Y | +13.6% | +105.7% | -92.1% | -16.2% |
| 3Y | +56.8% | +240.5% | -183.7% | -11.4% |
| 5Y | +42.3% | +266.8% | -224.5% | -25.0% |
| All | +48.4% | +290.2% | -241.8% | -22.6% |
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 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