+84.3%
VZ vs SOXQ
+237.4%
-153.1%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.3% | -0.8% | +0.7% |
| 7D | +0.2% | +5.3% | -5.1% | +0.8% |
| 30D | +7.1% | -3.7% | +10.8% | +6.8% |
| 3M | +12.8% | -7.8% | +20.6% | +12.5% |
| 6M | +1.8% | +58.4% | -56.6% | +6.6% |
| YTD | +30.0% | +68.1% | -38.2% | +36.6% |
| 1Y | +24.3% | +105.4% | -81.1% | +32.3% |
| 3Y | +84.3% | +239.2% | -154.9% | +87.9% |
| All | +84.3% | +237.4% | -153.1% | +87.9% |
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