+225.7%
VIK vs SOXQ
+160.6%
+65.1%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.8% | -0.6% | +0.4% |
| 7D | -0.9% | +0.8% | -1.7% | -1.3% |
| 30D | -18.4% | -4.6% | -13.8% | -16.7% |
| 3M | -8.8% | -10.2% | +1.4% | -5.9% |
| 6M | +17.1% | +49.7% | -32.5% | -9.8% |
| YTD | +19.0% | +67.2% | -48.2% | -13.8% |
| 1Y | +30.1% | +98.0% | -67.9% | -15.1% |
| All | +225.7% | +160.6% | +65.1% | +59.0% |
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