+357.4%
SOXL vs VICR
+272.1%
+85.3%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +5.5% | +4.4% | +5.0% |
| 7D | +5.3% | +0.4% | +4.9% | +5.1% |
| 30D | -11.2% | -13.9% | +2.7% | +1.8% |
| 3M | -55.4% | -38.4% | -16.9% | -24.7% |
| 6M | +107.1% | -7.2% | +114.3% | +160.8% |
| YTD | +179.0% | +72.0% | +107.0% | +166.6% |
| 1Y | +357.4% | +263.3% | +94.1% | +206.5% |
| All | +357.4% | +272.1% | +85.3% | +206.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VICR.
Daily Out/Under-Performance
Portfolio return minus VICR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VICR 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 1y: compounded portfolio wealth divided by compounded VICR 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…
1y analysis · Full analysis span regression · 6 months rolling