+162.3%
SOXL vs VICR
+57.6%
+104.7%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +11.2% | -5.9% | -3.7% |
| 7D | +3.9% | +5.0% | -1.1% | -0.6% |
| 30D | -14.3% | -12.5% | -1.8% | -4.8% |
| 3M | -45.6% | -33.6% | -12.0% | -19.6% |
| 6M | +117.2% | +10.7% | +106.5% | +127.4% |
| YTD | +189.8% | +80.6% | +109.3% | +109.8% |
| 1Y | +317.7% | +288.4% | +29.4% | +60.4% |
| 3Y | +478.6% | +213.8% | +264.8% | +144.3% |
| All | +162.3% | +57.6% | +104.7% | +68.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling