+52.4%
VXUS vs SOXQ
+286.7%
-234.3%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.8% | -0.8% | +0.5% |
| 7D | -1.4% | +0.8% | -2.2% | -1.7% |
| 30D | -0.5% | -4.6% | +4.1% | +0.8% |
| 3M | +2.6% | -10.2% | +12.7% | +4.9% |
| 6M | +10.9% | +49.7% | -38.8% | -3.8% |
| YTD | +16.1% | +67.2% | -51.1% | -2.7% |
| 1Y | +22.3% | +98.0% | -75.7% | -3.2% |
| 3Y | +72.0% | +237.2% | -165.1% | +9.8% |
| 5Y | +54.1% | +261.3% | -207.2% | -8.4% |
| All | +52.4% | +286.7% | -234.3% | -10.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling