+52.8%
VXUS vs SOXQ
+290.2%
-237.4%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.4% | -1.1% | -0.9% |
| 7D | +0.3% | +5.2% | -5.0% | -1.3% |
| 30D | +0.7% | -0.5% | +1.2% | +0.7% |
| 3M | +4.8% | -5.6% | +10.4% | +5.5% |
| 6M | +11.3% | +53.0% | -41.7% | -4.0% |
| YTD | +16.5% | +68.8% | -52.3% | -2.7% |
| 1Y | +24.3% | +105.7% | -81.5% | -2.8% |
| 3Y | +74.5% | +240.5% | -166.0% | +11.0% |
| 5Y | +54.3% | +266.8% | -212.4% | -8.6% |
| All | +52.8% | +290.2% | -237.4% | -10.6% |
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