+59.7%
VIK vs SOXQ
+45.5%
+14.3%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -3.1% | +9.3% | +7.1% |
| 7D | +5.4% | -12.1% | +17.5% | +9.5% |
| 30D | +12.5% | -22.0% | +34.6% | +21.3% |
| 3M | -15.2% | -15.6% | +0.4% | -11.1% |
| 6M | +15.4% | -2.4% | +17.7% | +6.5% |
| YTD | +27.7% | +45.4% | -17.7% | -4.2% |
| 1Y | +59.7% | +47.7% | +12.0% | +19.6% |
| All | +59.7% | +45.5% | +14.3% | +19.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling