+97.2%
VUG vs SOXQ
+288.7%
-191.5%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.3% | -1.7% | -1.0% |
| 7D | +0.9% | +5.3% | -4.4% | -1.6% |
| 30D | -1.4% | -3.7% | +2.3% | +0.1% |
| 3M | +2.3% | -7.8% | +10.1% | +4.2% |
| 6M | +15.7% | +58.4% | -42.7% | -12.6% |
| YTD | +8.6% | +68.1% | -59.5% | -21.0% |
| 1Y | +14.1% | +105.4% | -91.3% | -26.1% |
| 3Y | +87.9% | +239.2% | -151.3% | -13.7% |
| 5Y | +76.3% | +266.9% | -190.6% | -24.7% |
| All | +97.2% | +288.7% | -191.5% | -17.0% |
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