+80.8%
VTV vs SOXQ
+286.7%
-205.9%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.8% | -1.1% | +0.3% |
| 7D | -1.1% | +0.8% | -1.9% | -1.3% |
| 30D | -1.0% | -4.6% | +3.5% | -0.1% |
| 3M | +4.6% | -10.2% | +14.8% | +6.1% |
| 6M | +13.5% | +49.7% | -36.2% | +1.3% |
| YTD | +18.5% | +67.2% | -48.7% | +2.7% |
| 1Y | +22.9% | +98.0% | -75.1% | +1.7% |
| 3Y | +67.8% | +237.2% | -169.3% | +16.5% |
| 5Y | +81.8% | +261.3% | -179.4% | +18.1% |
| All | +80.8% | +286.7% | -205.9% | +16.5% |
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 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