+25.3%
VZ vs SOXQ
+269.0%
-243.6%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.4% | -1.7% | -1.3% |
| 7D | -1.0% | +5.2% | -6.2% | -0.7% |
| 30D | +5.8% | -0.5% | +6.3% | +5.8% |
| 3M | +10.5% | -5.6% | +16.1% | +10.4% |
| 6M | +1.8% | +53.0% | -51.2% | +2.7% |
| YTD | +28.3% | +68.8% | -40.5% | +29.4% |
| 1Y | +22.0% | +105.7% | -83.8% | +22.9% |
| 3Y | +81.8% | +240.5% | -158.6% | +77.1% |
| 5Y | +25.3% | +266.8% | -241.4% | +13.2% |
| All | +25.3% | +269.0% | -243.6% | +13.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling