+51.4%
VSH vs SOXQ
+290.2%
-238.8%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.4% | +0.3% | +0.4% |
| 7D | +3.5% | +5.2% | -1.7% | -0.7% |
| 30D | -4.4% | -0.5% | -3.9% | -3.8% |
| 3M | -45.8% | -5.6% | -40.2% | -41.9% |
| 6M | +90.1% | +53.0% | +37.1% | +43.6% |
| YTD | +120.3% | +68.8% | +51.6% | +55.2% |
| 1Y | +112.2% | +105.7% | +6.5% | +29.9% |
| 3Y | +36.6% | +240.5% | -203.9% | -41.5% |
| 5Y | +67.0% | +266.8% | -199.7% | -34.3% |
| All | +51.4% | +290.2% | -238.8% | -41.6% |
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 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