+44.1%
VSAT vs SOXQ
+286.7%
-242.5%
-89.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.8% | -1.6% | -1.0% |
| 7D | -1.3% | +0.8% | -2.1% | -2.0% |
| 30D | -14.8% | -4.6% | -10.2% | -12.0% |
| 3M | +2.2% | -10.2% | +12.4% | +8.7% |
| 6M | +60.2% | +49.7% | +10.5% | +20.7% |
| YTD | +115.6% | +67.2% | +48.4% | +53.0% |
| 1Y | +132.9% | +98.0% | +34.9% | +50.6% |
| 3Y | +216.1% | +237.2% | -21.1% | +45.6% |
| 5Y | +52.9% | +261.3% | -208.4% | -38.5% |
| All | +44.1% | +286.7% | -242.5% | -42.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling