+5,642.9%
APD vs VICR
+12,032.4%
-6,389.6%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +5.5% | -6.4% | -1.6% |
| 7D | -2.2% | +0.4% | -2.6% | -2.3% |
| 30D | +2.1% | -13.9% | +16.0% | +3.5% |
| 3M | +7.2% | -38.4% | +45.6% | +11.5% |
| 6M | +11.2% | -7.2% | +18.5% | +8.0% |
| YTD | +24.4% | +72.0% | -47.6% | +11.1% |
| 1Y | +6.7% | +263.3% | -256.6% | -14.4% |
| 3Y | +9.2% | +173.3% | -164.0% | -13.6% |
| 5Y | +27.4% | +47.3% | -19.9% | +2.1% |
| 10Y | +164.8% | +1,495.2% | -1,330.3% | +45.5% |
| All | +5,642.9% | +12,032.4% | -6,389.6% | +1,932.5% |
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