+32.8%
VSH vs SOXQ
+227.1%
-194.3%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.6% | +1.7% | +1.5% |
| 7D | +3.1% | +2.3% | +0.8% | +0.8% |
| 30D | -5.7% | -3.9% | -1.8% | -2.0% |
| 3M | -42.5% | -4.7% | -37.7% | -38.5% |
| 6M | +82.7% | +47.9% | +34.8% | +36.4% |
| YTD | +118.2% | +64.3% | +53.9% | +49.6% |
| 1Y | +109.7% | +95.7% | +14.0% | +25.0% |
| All | +32.8% | +227.1% | -194.3% | -48.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling