+151.8%
ACGL vs VICR
+53.8%
+98.0%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +2.5% | -5.0% | -2.4% |
| 7D | -2.9% | +9.8% | -12.8% | -2.9% |
| 30D | -2.8% | -12.6% | +9.8% | -2.8% |
| 3M | +6.8% | -29.7% | +36.5% | +6.8% |
| 6M | -1.5% | +18.8% | -20.4% | -2.7% |
| YTD | -0.2% | +76.4% | -76.6% | -2.1% |
| 1Y | +5.3% | +282.4% | -277.1% | +1.6% |
| 3Y | +30.3% | +206.2% | -175.9% | +26.2% |
| 5Y | +151.8% | +53.9% | +97.9% | +138.0% |
| All | +151.8% | +53.8% | +98.0% | +138.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VICR.
Daily Out/Under-Performance
Portfolio return minus VICR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VICR 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 VICR 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