+13.5%
VT vs SOXQ
+50.1%
-36.6%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.6% | -2.6% | -0.6% |
| 7D | -1.6% | -7.7% | +6.1% | +0.2% |
| 30D | -2.5% | -19.3% | +16.8% | +2.4% |
| 3M | -1.3% | -7.2% | +5.9% | 0.0% |
| 6M | +3.1% | +0.3% | +2.8% | -0.3% |
| YTD | +10.9% | +50.0% | -39.1% | -5.8% |
| All | +13.5% | +50.1% | -36.6% | -4.3% |
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