+257.4%
SOXQ price history and return analytics
+65.7%
+191.8%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.9% | +0.9% | +0.1% |
| 7D | +0.8% | -1.1% | +1.9% | +2.9% |
| 30D | -4.6% | -1.0% | -3.6% | -2.7% |
| 3M | -10.2% | +3.2% | -13.3% | -14.2% |
| 6M | +49.7% | +12.5% | +37.2% | +23.5% |
| YTD | +67.2% | +14.1% | +53.2% | +35.0% |
| 1Y | +98.0% | +18.9% | +79.1% | +49.3% |
| 3Y | +237.2% | +74.1% | +163.1% | +36.8% |
| All | +257.4% | +65.7% | +191.8% | +66.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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