+208.0%
VSXY vs SOXQ
+45.5%
+162.6%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | -3.1% | +11.5% | +9.6% |
| 7D | +14.2% | -12.1% | +26.3% | +20.0% |
| 30D | +21.9% | -22.0% | +43.9% | +34.2% |
| 3M | +22.1% | -15.6% | +37.7% | +29.3% |
| 6M | +116.7% | -2.4% | +119.1% | +109.2% |
| YTD | +101.1% | +45.4% | +55.8% | +57.1% |
| 1Y | +208.0% | +47.7% | +160.4% | +136.0% |
| All | +208.0% | +45.5% | +162.6% | +136.0% |
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