+118.1%
VSH vs SOXQ
+98.3%
+19.7%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +1.8% | +4.4% | +4.1% |
| 7D | +4.8% | +0.8% | +4.0% | +3.8% |
| 30D | -0.7% | -4.6% | +3.9% | +4.9% |
| 3M | -43.1% | -10.2% | -32.9% | -35.1% |
| 6M | +91.8% | +49.7% | +42.1% | +31.9% |
| YTD | +131.6% | +67.2% | +64.4% | +43.2% |
| 1Y | +118.1% | +98.0% | +20.1% | +11.0% |
| All | +118.1% | +98.3% | +19.7% | +11.0% |
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