+71.4%
VT vs SOXQ
+288.7%
-217.3%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.3% | -1.8% | -0.9% |
| 7D | +1.0% | +5.3% | -4.3% | -0.8% |
| 30D | -0.2% | -3.7% | +3.5% | +0.9% |
| 3M | +4.5% | -7.8% | +12.4% | +6.0% |
| 6M | +14.1% | +58.4% | -44.3% | -5.8% |
| YTD | +14.8% | +68.1% | -53.4% | -7.6% |
| 1Y | +21.2% | +105.4% | -84.2% | -9.9% |
| 3Y | +76.6% | +239.2% | -162.6% | +3.0% |
| 5Y | +66.6% | +266.9% | -200.3% | -9.7% |
| All | +71.4% | +288.7% | -217.3% | -8.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling