+131.1%
ADI vs VICR
+42.6%
+88.5%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.2% | +2.1% | -0.5% |
| 7D | +1.3% | -0.4% | +1.7% | +1.3% |
| 30D | -6.0% | -15.6% | +9.6% | -3.3% |
| 3M | -7.7% | -35.4% | +27.7% | -1.3% |
| 6M | +14.0% | +1.3% | +12.7% | +9.9% |
| YTD | +34.4% | +62.5% | -28.1% | +17.8% |
| 1Y | +48.0% | +255.5% | -207.5% | +10.3% |
| 3Y | +113.3% | +182.0% | -68.7% | +55.0% |
| 5Y | +131.1% | +42.9% | +88.2% | +76.1% |
| All | +131.1% | +42.6% | +88.5% | +76.1% |
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