+1.3%
CHD vs VICR
+209.3%
-208.0%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +11.2% | -10.9% | +0.6% |
| 7D | -4.5% | +5.0% | -9.4% | -4.3% |
| 30D | -6.7% | -12.5% | +5.8% | -7.1% |
| 3M | -2.7% | -33.6% | +30.9% | -3.7% |
| 6M | -4.9% | +10.7% | -15.6% | -4.5% |
| YTD | +13.3% | +80.6% | -67.2% | +15.6% |
| 1Y | +1.0% | +288.4% | -287.4% | +5.5% |
| 3Y | +1.3% | +213.8% | -212.5% | +7.1% |
| All | +1.3% | +209.3% | -208.0% | +7.1% |
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