+53.4%
VT vs SOXQ
+158.0%
-104.6%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.9% | -3.7% | -1.1% |
| 7D | -2.3% | -12.2% | +9.9% | +1.7% |
| 30D | -5.0% | -28.2% | +23.2% | +5.6% |
| 3M | -4.9% | -22.1% | +17.2% | +2.4% |
| 6M | -1.5% | -18.1% | +16.6% | +2.2% |
| YTD | +8.5% | +32.7% | -24.2% | -6.3% |
| 1Y | +11.4% | +34.1% | -22.8% | -4.4% |
| 3Y | +70.1% | +176.7% | -106.6% | +4.8% |
| All | +53.4% | +158.0% | -104.6% | -7.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling