+992.0%
ASX vs VICR
+1,508.7%
-516.7%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -4.9% | +8.4% | +4.7% |
| 7D | +11.1% | +1.3% | +9.9% | +10.7% |
| 30D | +9.6% | -11.9% | +21.5% | +12.5% |
| 3M | +18.6% | -35.1% | +53.8% | +30.3% |
| 6M | +92.1% | +8.1% | +84.0% | +85.6% |
| YTD | +158.5% | +67.8% | +90.7% | +124.4% |
| 1Y | +271.9% | +267.3% | +4.6% | +166.8% |
| 3Y | +465.2% | +191.2% | +274.0% | +298.7% |
| 5Y | +479.4% | +48.1% | +431.3% | +329.5% |
| 10Y | +992.0% | +1,546.1% | -554.1% | +467.7% |
| All | +992.0% | +1,508.7% | -516.7% | +467.7% |
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