+65.5%
VT vs SOXQ
+227.1%
-161.6%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.1% | -0.3% |
| 7D | -0.1% | -5.7% | +5.6% | +1.5% |
| 30D | -3.1% | -20.5% | +17.4% | +4.0% |
| 3M | -3.5% | -16.6% | +13.1% | +1.6% |
| 6M | +0.5% | -15.0% | +15.4% | +3.1% |
| YTD | +10.8% | +41.5% | -30.7% | -6.3% |
| 1Y | +11.9% | +40.2% | -28.3% | -5.2% |
| 3Y | +73.0% | +183.0% | -110.0% | +6.6% |
| 5Y | +58.6% | +181.3% | -122.7% | -6.8% |
| All | +65.5% | +227.1% | -161.6% | -6.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling