+71.6%
CRH vs VICR
+209.3%
-137.7%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +11.2% | -10.1% | -0.3% |
| 7D | -6.1% | +5.0% | -11.0% | -6.7% |
| 30D | -9.3% | -12.5% | +3.2% | -8.2% |
| 3M | -15.2% | -33.6% | +18.4% | -12.4% |
| 6M | -14.2% | +10.7% | -24.9% | -19.2% |
| YTD | -28.3% | +80.6% | -108.8% | -37.4% |
| 1Y | -21.8% | +288.4% | -310.1% | -40.1% |
| 3Y | +71.6% | +213.8% | -142.2% | +29.3% |
| All | +71.6% | +209.3% | -137.7% | +29.3% |
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