+8,405.8%
BHP vs VICR
+12,339.4%
-3,933.5%
-76.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.5% | -0.8% | +1.3% |
| 7D | +1.3% | +9.8% | -8.6% | -0.3% |
| 30D | +4.0% | -12.6% | +16.6% | +5.7% |
| 3M | +12.3% | -29.7% | +42.0% | +16.7% |
| 6M | +30.8% | +18.8% | +12.0% | +22.8% |
| YTD | +58.8% | +76.4% | -17.6% | +39.0% |
| 1Y | +76.8% | +282.4% | -205.5% | +34.9% |
| 3Y | +87.5% | +206.2% | -118.7% | +38.9% |
| 5Y | +123.9% | +53.9% | +70.0% | +70.8% |
| 10Y | +504.4% | +1,572.3% | -1,068.0% | +186.7% |
| All | +8,405.8% | +12,339.4% | -3,933.5% | +2,810.5% |
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 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