+56.4%
VICR vs SOXQ
+258.1%
-201.7%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -24.1% |
| 6M | +10.7% | +49.7% | -39.0% | -21.2% |
| YTD | +80.6% | +67.2% | +13.3% | +16.9% |
| 1Y | +288.4% | +98.0% | +190.4% | +113.3% |
| 3Y | +213.8% | +237.2% | -23.4% | -2.1% |
| All | +56.4% | +258.1% | -201.7% | -52.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling