+13.8%
VZ vs SOXQ
+227.1%
-213.3%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +0.9% | +0.5% |
| 7D | +2.4% | -5.7% | +8.1% | +2.1% |
| 30D | +11.2% | -20.5% | +31.6% | +10.1% |
| 3M | 0.0% | -16.6% | +16.6% | -0.7% |
| 6M | +1.3% | -15.0% | +16.3% | +0.6% |
| YTD | +21.3% | +41.5% | -20.2% | +21.4% |
| 1Y | +23.9% | +40.2% | -16.3% | +24.1% |
| 3Y | +57.7% | +183.0% | -125.3% | +52.7% |
| 5Y | +21.2% | +181.3% | -160.1% | +12.2% |
| All | +13.8% | +227.1% | -213.3% | +4.1% |
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