+1,014.9%
VRT vs SOXQ
+288.7%
+726.2%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.3% | +2.4% | +2.3% |
| 7D | +13.6% | +5.3% | +8.3% | +7.8% |
| 30D | +6.8% | -3.7% | +10.5% | +11.1% |
| 3M | -3.2% | -7.8% | +4.6% | +5.2% |
| 6M | +20.3% | +58.4% | -38.0% | -27.2% |
| YTD | +79.6% | +68.1% | +11.4% | +3.0% |
| 1Y | +139.0% | +105.4% | +33.6% | +12.6% |
| 3Y | +644.6% | +239.2% | +405.4% | +130.3% |
| 5Y | +1,024.4% | +266.9% | +757.5% | +216.6% |
| All | +1,014.9% | +288.7% | +726.2% | +214.9% |
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