+84.6%
VTR vs SOXQ
+286.7%
-202.1%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.8% | -2.3% | -0.7% |
| 7D | -0.3% | +0.8% | -1.1% | -0.4% |
| 30D | +1.1% | -4.6% | +5.7% | +1.5% |
| 3M | +7.9% | -10.2% | +18.1% | +8.6% |
| 6M | +6.2% | +49.7% | -43.5% | -2.3% |
| YTD | +17.7% | +67.2% | -49.5% | +6.1% |
| 1Y | +32.9% | +98.0% | -65.1% | +15.7% |
| 3Y | +129.7% | +237.2% | -107.5% | +68.4% |
| 5Y | +89.3% | +261.3% | -172.0% | +30.3% |
| All | +84.6% | +286.7% | -202.1% | +26.8% |
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 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