+75.0%
VTI vs SOXQ
+258.1%
-183.1%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.8% | -1.0% | +0.2% |
| 7D | -0.9% | +0.8% | -1.7% | -1.2% |
| 30D | -1.4% | -4.6% | +3.1% | +0.1% |
| 3M | +3.6% | -10.2% | +13.8% | +6.2% |
| 6M | +13.6% | +49.7% | -36.1% | -6.4% |
| YTD | +12.9% | +67.2% | -54.3% | -11.4% |
| 1Y | +17.2% | +98.0% | -80.8% | -14.9% |
| 3Y | +75.7% | +237.2% | -161.5% | -3.9% |
| All | +75.0% | +258.1% | -183.1% | -11.1% |
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