+91.5%
VICR vs SOXQ
+279.9%
-188.4%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -2.6% | -0.5% | -0.4% |
| 7D | -0.4% | +2.3% | -2.7% | -2.7% |
| 30D | -15.6% | -3.9% | -11.7% | -11.3% |
| 3M | -35.4% | -4.7% | -30.6% | -30.5% |
| 6M | +1.3% | +47.9% | -46.6% | -26.9% |
| YTD | +62.5% | +64.3% | -1.9% | +7.3% |
| 1Y | +255.5% | +95.7% | +159.7% | +98.2% |
| 3Y | +182.0% | +231.5% | -49.5% | -9.6% |
| 5Y | +42.9% | +255.0% | -212.1% | -56.5% |
| All | +91.5% | +279.9% | -188.4% | -43.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling