+4,369.3%
CNC vs VICR
+1,213.8%
+3,155.5%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -4.9% | +4.1% | -0.1% |
| 7D | -4.9% | +1.3% | -6.1% | -5.1% |
| 30D | -3.8% | -11.9% | +8.2% | -2.5% |
| 3M | -3.2% | -35.1% | +31.9% | +0.8% |
| 6M | +47.9% | +8.1% | +39.7% | +38.8% |
| YTD | +55.7% | +67.8% | -12.1% | +35.1% |
| 1Y | +106.2% | +267.3% | -161.1% | +56.0% |
| 3Y | -2.1% | +191.2% | -193.3% | -28.7% |
| 5Y | +3.4% | +48.1% | -44.7% | -23.0% |
| 10Y | +91.7% | +1,546.1% | -1,454.5% | -18.8% |
| All | +4,369.3% | +1,213.8% | +3,155.5% | +1,225.2% |
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