+113.9%
SOXX vs VIK
+37.7%
+76.2%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.3% | +3.2% | +3.4% |
| 7D | +2.2% | -3.0% | +5.2% | +3.5% |
| 30D | -2.0% | -20.7% | +18.7% | +7.7% |
| 3M | -13.7% | -4.6% | -9.1% | -11.9% |
| 6M | +52.4% | +14.0% | +38.4% | +43.0% |
| YTD | +72.8% | +20.2% | +52.6% | +59.4% |
| 1Y | +113.9% | +36.0% | +77.9% | +89.7% |
| All | +113.9% | +37.7% | +76.2% | +89.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling