+79.8%
VSAT vs SOXQ
+45.5%
+34.4%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.2% | -3.1% | -8.1% | -8.3% |
| 7D | -14.7% | -12.1% | -2.6% | -3.9% |
| 30D | -4.3% | -22.0% | +17.7% | +20.9% |
| 3M | -22.5% | -15.6% | -6.9% | -9.4% |
| 6M | +4.7% | -2.4% | +7.0% | -3.7% |
| YTD | +93.8% | +45.4% | +48.4% | +4.3% |
| 1Y | +79.8% | +47.7% | +32.2% | -4.7% |
| All | +79.8% | +45.5% | +34.4% | -4.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling