+46.4%
VTRS vs SOXQ
+258.1%
-211.7%
-45.7%
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% | +0.4% |
| 7D | -2.2% | +0.8% | -2.9% | -2.4% |
| 30D | +3.3% | -4.6% | +7.9% | +4.3% |
| 3M | +2.0% | -10.2% | +12.1% | +3.1% |
| 6M | +19.9% | +49.7% | -29.7% | +4.6% |
| YTD | +35.7% | +67.2% | -31.5% | +14.8% |
| 1Y | +68.1% | +98.0% | -29.9% | +35.2% |
| 3Y | +87.1% | +237.2% | -150.1% | +24.0% |
| All | +46.4% | +258.1% | -211.7% | -10.5% |
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