+289.1%
SOXQ price history and return analytics
+70.5%
+218.5%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.6% | +1.0% | +1.6% |
| 7D | +5.2% | -0.1% | +5.4% | +5.5% |
| 30D | -0.5% | -0.7% | +0.2% | +0.8% |
| 3M | -5.6% | +4.0% | -9.6% | -11.0% |
| 6M | +53.0% | +12.3% | +40.7% | +26.9% |
| YTD | +68.8% | +14.0% | +54.7% | +36.6% |
| 1Y | +105.7% | +20.3% | +85.4% | +52.4% |
| 3Y | +240.5% | +75.4% | +165.0% | +38.0% |
| 5Y | +266.8% | +66.0% | +200.8% | +69.6% |
| All | +289.1% | +70.5% | +218.5% | +77.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling