+85.5%
VTR vs SOXQ
+279.9%
-194.4%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -2.6% | +3.8% | +1.5% |
| 7D | -1.8% | +2.3% | -4.1% | -2.1% |
| 30D | +4.0% | -3.9% | +7.9% | +4.4% |
| 3M | +7.8% | -4.7% | +12.6% | +7.5% |
| 6M | +6.4% | +47.9% | -41.5% | -2.0% |
| YTD | +18.3% | +64.3% | -46.0% | +6.9% |
| 1Y | +33.9% | +95.7% | -61.8% | +16.7% |
| 3Y | +134.3% | +231.5% | -97.2% | +72.1% |
| 5Y | +90.3% | +255.0% | -164.7% | +31.2% |
| All | +85.5% | +279.9% | -194.4% | +27.7% |
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 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