+558.1%
VRT vs SOXQ
+232.9%
+325.2%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +1.8% | +1.8% | +1.6% |
| 7D | -8.4% | +0.8% | -9.1% | -9.0% |
| 30D | -10.9% | -4.6% | -6.3% | -5.9% |
| 3M | -13.7% | -10.2% | -3.5% | -2.9% |
| 6M | -4.1% | +49.7% | -53.8% | -42.3% |
| YTD | +58.7% | +67.2% | -8.5% | -15.3% |
| 1Y | +89.6% | +98.0% | -8.4% | -16.4% |
| 3Y | +558.1% | +237.2% | +321.0% | +73.5% |
| All | +558.1% | +232.9% | +325.2% | +73.5% |
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