+5,973.3%
APD vs VICR
+10,134.2%
-4,161.0%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -3.4% | +3.5% | +0.5% |
| 7D | +3.8% | +8.3% | -4.5% | +2.8% |
| 30D | +8.2% | -35.2% | +43.4% | +12.6% |
| 3M | +4.3% | -29.8% | +34.1% | +6.4% |
| 6M | +4.7% | -48.6% | +53.3% | +8.7% |
| YTD | +31.5% | +45.1% | -13.6% | +17.7% |
| 1Y | +23.5% | +79.6% | -56.0% | +7.5% |
| 3Y | +29.1% | +335.4% | -306.3% | -5.1% |
| 5Y | +15.9% | -1.0% | +16.9% | -3.9% |
| 10Y | +191.9% | +993.1% | -801.2% | +65.3% |
| All | +5,973.3% | +10,134.2% | -4,161.0% | +2,053.6% |
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