+445.9%
ASX vs VICR
+201.6%
+244.3%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +2.5% | +3.5% | +5.3% |
| 7D | +6.3% | +9.8% | -3.5% | +3.4% |
| 30D | +6.4% | -12.6% | +19.0% | +10.0% |
| 3M | +13.1% | -29.7% | +42.8% | +23.6% |
| 6M | +90.3% | +18.8% | +71.5% | +80.1% |
| YTD | +149.6% | +76.4% | +73.2% | +112.8% |
| 1Y | +249.2% | +282.4% | -33.2% | +141.5% |
| 3Y | +445.9% | +206.2% | +239.7% | +286.5% |
| All | +445.9% | +201.6% | +244.3% | +286.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling