+34.8%
VRSN vs SOXQ
+258.1%
-223.3%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.8% | -0.4% | +1.0% |
| 7D | +0.2% | +0.8% | -0.5% | +0.1% |
| 30D | +3.8% | -4.6% | +8.3% | +4.4% |
| 3M | +5.0% | -10.2% | +15.2% | +5.9% |
| 6M | +24.9% | +49.7% | -24.8% | +10.8% |
| YTD | +21.6% | +67.2% | -45.6% | +4.3% |
| 1Y | +2.4% | +98.0% | -95.6% | -16.6% |
| 3Y | +47.3% | +237.2% | -189.8% | -6.8% |
| All | +34.8% | +258.1% | -223.3% | -21.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling