+93.5%
VOO vs SOXQ
+290.2%
-196.7%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.4% | -0.8% | -0.6% |
| 7D | -0.4% | +5.2% | -5.6% | -2.2% |
| 30D | -1.4% | -0.5% | -0.9% | -1.4% |
| 3M | +3.7% | -5.6% | +9.3% | +4.2% |
| 6M | +13.0% | +53.0% | -40.0% | -6.8% |
| YTD | +12.4% | +68.8% | -56.3% | -11.1% |
| 1Y | +18.6% | +105.7% | -87.1% | -13.9% |
| 3Y | +78.1% | +240.5% | -162.4% | 0.0% |
| 5Y | +82.3% | +266.8% | -184.5% | -4.7% |
| All | +93.5% | +290.2% | -196.7% | 0.0% |
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