+3,552.3%
ASX vs VICR
+296.2%
+3,256.1%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +5.5% | -5.3% | -1.1% |
| 7D | -0.7% | +0.4% | -1.1% | -1.0% |
| 30D | +2.0% | -13.9% | +15.9% | +5.1% |
| 3M | -1.3% | -38.4% | +37.1% | +9.4% |
| 6M | +71.4% | -7.2% | +78.6% | +70.3% |
| YTD | +135.3% | +72.0% | +63.3% | +102.2% |
| 1Y | +267.5% | +263.3% | +4.2% | +162.8% |
| 3Y | +388.5% | +173.3% | +215.2% | +248.0% |
| 5Y | +417.1% | +47.3% | +369.8% | +282.8% |
| 10Y | +872.7% | +1,495.2% | -622.4% | +285.4% |
| All | +3,552.3% | +296.2% | +3,256.1% | +941.8% |
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