+1,007.5%
ASX vs VICR
+1,071.4%
-63.9%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +4.0% | +2.6% | +5.6% |
| 7D | +0.8% | +5.7% | -4.9% | 0.0% |
| 30D | -20.4% | -35.2% | +14.8% | -11.1% |
| 3M | -2.1% | -20.3% | +18.1% | +2.4% |
| 6M | +8.2% | -46.3% | +54.5% | +23.6% |
| YTD | +137.3% | +53.4% | +83.9% | +109.1% |
| 1Y | +155.0% | +81.6% | +73.4% | +116.2% |
| 3Y | +397.9% | +360.5% | +37.4% | +219.8% |
| 5Y | +529.2% | +4.4% | +524.8% | +401.9% |
| 10Y | +1,007.5% | +1,055.3% | -47.8% | +466.7% |
| All | +1,007.5% | +1,071.4% | -63.9% | +466.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling