-99.2%
SOXS vs VICR
+4.9%
-104.1%
-99.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | -3.2% | +11.3% | +3.5% |
| 7D | -9.4% | -0.4% | -9.0% | -9.0% |
| 30D | +6.2% | -15.6% | +21.7% | -12.4% |
| 3M | -28.0% | -35.4% | +7.3% | -44.5% |
| 6M | -99.2% | +1.3% | -100.5% | -92.8% |
| All | -99.2% | +4.9% | -104.1% | -92.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling