+11,325.9%
CHD vs VICR
+11,731.3%
-405.4%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -4.9% | +3.5% | -1.1% |
| 7D | -4.2% | +1.3% | -5.4% | -4.2% |
| 30D | -7.6% | -11.9% | +4.4% | -7.1% |
| 3M | -1.6% | -35.1% | +33.5% | 0.0% |
| 6M | -6.3% | +8.1% | -14.5% | -8.7% |
| YTD | +14.6% | +67.8% | -53.2% | +8.2% |
| 1Y | +1.6% | +267.3% | -265.7% | -9.3% |
| 3Y | +3.1% | +191.2% | -188.1% | -9.3% |
| 5Y | +21.1% | +48.1% | -27.0% | +7.4% |
| 10Y | +128.6% | +1,546.1% | -1,417.5% | +59.3% |
| All | +11,325.9% | +11,731.3% | -405.4% | +5,578.9% |
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