+50.8%
VSAT vs SOXQ
+288.7%
-237.9%
-89.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +1.3% | +1.9% | +2.3% |
| 7D | +17.3% | +5.3% | +12.0% | +13.3% |
| 30D | -3.3% | -3.7% | +0.4% | -0.7% |
| 3M | +18.7% | -7.8% | +26.6% | +24.8% |
| 6M | +77.6% | +58.4% | +19.2% | +29.0% |
| YTD | +125.6% | +68.1% | +57.5% | +59.7% |
| 1Y | +158.3% | +105.4% | +52.9% | +63.5% |
| 3Y | +226.1% | +239.2% | -13.1% | +49.8% |
| 5Y | +54.7% | +266.9% | -212.2% | -38.0% |
| All | +50.8% | +288.7% | -237.9% | -39.7% |
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 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