+55.9%
SOXL vs VICR
+76.0%
-20.1%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | -11.1% | +2.3% | +2.4% |
| 7D | -37.9% | -26.6% | -11.3% | -13.6% |
| 30D | -59.4% | -47.9% | -11.5% | -20.3% |
| 3M | -52.3% | -29.8% | -22.5% | -33.2% |
| 6M | -47.7% | -36.6% | -11.1% | -9.2% |
| YTD | +58.8% | +45.1% | +13.6% | +12.1% |
| 1Y | +55.9% | +80.0% | -24.1% | -21.8% |
| All | +55.9% | +76.0% | -20.1% | -21.8% |
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