+3,820.6%
ALL vs VICR
+2,218.1%
+1,602.5%
-77.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.0% | +3.7% | +2.0% |
| 7D | 0.0% | +21.9% | -21.9% | -2.5% |
| 30D | +12.8% | -38.4% | +51.2% | +17.9% |
| 3M | +4.7% | -27.2% | +31.8% | +5.9% |
| 6M | +24.9% | -43.7% | +68.6% | +27.2% |
| YTD | +30.0% | +50.3% | -20.3% | +13.4% |
| 1Y | +29.9% | +74.6% | -44.6% | +11.0% |
| 3Y | +117.5% | +351.2% | -233.7% | +51.9% |
| 5Y | +161.7% | +2.5% | +159.2% | +108.7% |
| 10Y | +377.1% | +1,031.9% | -654.8% | +140.3% |
| All | +3,820.6% | +2,218.1% | +1,602.5% | +1,271.9% |
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