+259.4%
SOXL vs VIK
+225.1%
+34.3%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +1.2% | +4.0% | +3.5% |
| 7D | +3.9% | -0.9% | +4.8% | +5.3% |
| 30D | -14.3% | -18.4% | +4.1% | +14.8% |
| 3M | -45.6% | -8.8% | -36.8% | -36.8% |
| 6M | +117.2% | +17.1% | +100.0% | +75.5% |
| YTD | +189.8% | +19.0% | +170.8% | +125.0% |
| 1Y | +317.7% | +30.1% | +287.6% | +177.5% |
| All | +259.4% | +225.1% | +34.3% | -17.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VIK.
Daily Out/Under-Performance
Portfolio return minus VIK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIK 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 3y: compounded portfolio wealth divided by compounded VIK 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…
3y analysis · Full analysis span regression · 6 months rolling