+3,834.6%
ALL vs VICR
+2,138.7%
+1,695.9%
-77.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -3.4% | +3.8% | +0.8% |
| 7D | +5.0% | +8.3% | -3.3% | +3.9% |
| 30D | +13.3% | -35.2% | +48.5% | +17.8% |
| 3M | +3.2% | -29.8% | +33.0% | +4.8% |
| 6M | +25.3% | -48.6% | +73.9% | +29.1% |
| YTD | +30.5% | +45.1% | -14.7% | +14.3% |
| 1Y | +29.2% | +79.6% | -50.4% | +9.9% |
| 3Y | +119.1% | +335.4% | -216.3% | +53.6% |
| 5Y | +162.6% | -1.0% | +163.6% | +110.2% |
| 10Y | +378.8% | +993.1% | -614.4% | +142.1% |
| All | +3,834.6% | +2,138.7% | +1,695.9% | +1,282.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling