+73.1%
VSH vs SOXQ
+258.1%
-185.0%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +1.8% | +4.4% | +4.7% |
| 7D | +4.8% | +0.8% | +4.0% | +4.1% |
| 30D | -0.7% | -4.6% | +3.9% | +3.4% |
| 3M | -43.1% | -10.2% | -32.9% | -36.6% |
| 6M | +91.8% | +49.7% | +42.1% | +47.1% |
| YTD | +131.6% | +67.2% | +64.4% | +64.1% |
| 1Y | +118.1% | +98.0% | +20.1% | +37.0% |
| 3Y | +40.9% | +237.2% | -196.3% | -39.5% |
| All | +73.1% | +258.1% | -185.0% | -31.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling