-21.6%
VST vs SOXQ
+105.6%
-127.2%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.4% | -0.8% | -0.6% |
| 7D | +5.3% | +5.2% | +0.1% | +2.6% |
| 30D | +5.8% | -0.5% | +6.3% | +5.9% |
| 3M | +3.5% | -5.6% | +9.1% | +4.1% |
| 6M | -7.4% | +53.0% | -60.4% | -36.0% |
| YTD | -6.1% | +68.8% | -74.9% | -40.5% |
| 1Y | -21.6% | +105.7% | -127.4% | -58.8% |
| All | -21.6% | +105.6% | -127.2% | -58.8% |
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