+22.7%
VWO vs SOXQ
+111.3%
-88.6%
-11.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +3.4% | -2.6% | -0.3% |
| 7D | +1.1% | +2.3% | -1.3% | +0.3% |
| 30D | +2.4% | -2.3% | +4.6% | +2.9% |
| 3M | +2.0% | -13.8% | +15.8% | +5.6% |
| 6M | +10.7% | +48.6% | -37.9% | -6.5% |
| YTD | +14.4% | +66.0% | -51.6% | -6.6% |
| 1Y | +22.7% | +107.9% | -85.2% | -2.7% |
| All | +22.7% | +111.3% | -88.6% | -2.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling