+112.9%
VICR vs SOXQ
+286.7%
-173.8%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.2% | +1.8% | +9.4% | +9.3% |
| 7D | +5.0% | +0.8% | +4.2% | +4.3% |
| 30D | -12.5% | -4.6% | -7.9% | -7.4% |
| 3M | -33.6% | -10.2% | -23.4% | -24.2% |
| 6M | +10.7% | +49.7% | -39.0% | -21.0% |
| YTD | +80.6% | +67.2% | +13.3% | +17.3% |
| 1Y | +288.4% | +98.0% | +190.4% | +114.2% |
| 3Y | +213.8% | +237.2% | -23.4% | -1.0% |
| 5Y | +58.8% | +261.3% | -202.4% | -52.4% |
| All | +112.9% | +286.7% | -173.8% | -38.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXQ.
Daily Out/Under-Performance
Portfolio return minus SOXQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXQ 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 10y: compounded portfolio wealth divided by compounded SOXQ 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…
10y analysis · Full analysis span regression · 6 months rolling