+83.9%
VUG vs SOXQ
+227.1%
-143.2%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.6% | +2.1% | +0.5% |
| 7D | -1.9% | +2.3% | -4.2% | -2.8% |
| 30D | -1.6% | -3.9% | +2.3% | -0.2% |
| 3M | +4.4% | -4.7% | +9.1% | +4.5% |
| 6M | +13.2% | +47.9% | -34.7% | -8.5% |
| YTD | +7.5% | +64.3% | -56.8% | -17.6% |
| 1Y | +12.5% | +95.7% | -83.2% | -21.2% |
| All | +83.9% | +227.1% | -143.2% | -5.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling