+213.8%
VICR vs SOXQ
+232.9%
-19.1%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| 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% | -20.0% |
| YTD | +80.6% | +67.2% | +13.3% | +19.9% |
| 1Y | +288.4% | +98.0% | +190.4% | +122.4% |
| 3Y | +213.8% | +237.2% | -23.4% | -9.9% |
| All | +213.8% | +232.9% | -19.1% | -9.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling