+19,165.6%
SOXL vs VICR
+1,403.7%
+17,761.9%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | -3.2% | -4.9% | -5.4% |
| 7D | +8.5% | -0.4% | +8.8% | +9.0% |
| 30D | -13.0% | -15.6% | +2.6% | +0.2% |
| 3M | -35.9% | -35.4% | -0.5% | -0.9% |
| 6M | +112.1% | +1.3% | +110.8% | +135.3% |
| YTD | +175.4% | +62.5% | +113.0% | +107.1% |
| 1Y | +304.9% | +255.5% | +49.4% | +50.6% |
| 3Y | +448.6% | +182.0% | +266.6% | +127.3% |
| 5Y | +156.1% | +42.9% | +113.2% | +51.4% |
| 10Y | +4,957.3% | +1,494.0% | +3,463.3% | +429.3% |
| All | +19,165.6% | +1,403.7% | +17,761.9% | +1,646.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling