+651.0%
BIDU vs VICR
+1,444.9%
-793.9%
-77.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.9% | +4.3% | +0.6% |
| 7D | -2.4% | +1.3% | -3.7% | -2.8% |
| 30D | -16.0% | -11.9% | -4.0% | -13.9% |
| 3M | -24.0% | -35.1% | +11.1% | -17.9% |
| 6M | -24.9% | +8.1% | -33.0% | -30.8% |
| YTD | -29.6% | +67.8% | -97.3% | -42.9% |
| 1Y | -15.2% | +267.3% | -282.5% | -45.0% |
| 3Y | -32.2% | +191.2% | -223.4% | -57.9% |
| 5Y | -43.8% | +48.1% | -91.8% | -63.0% |
| 10Y | -49.5% | +1,546.1% | -1,595.6% | -86.1% |
| All | +651.0% | +1,444.9% | -793.9% | +32.7% |
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 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