+9,171.5%
CRS vs VICR
+11,731.3%
-2,559.9%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -4.9% | +4.9% | +1.0% |
| 7D | -0.5% | +1.3% | -1.8% | -0.9% |
| 30D | -18.1% | -11.9% | -6.2% | -16.3% |
| 3M | -12.4% | -35.1% | +22.7% | -6.1% |
| 6M | +15.9% | +8.1% | +7.8% | +9.1% |
| YTD | +45.8% | +67.8% | -21.9% | +23.8% |
| 1Y | +87.8% | +267.3% | -179.5% | +32.9% |
| 3Y | +648.7% | +191.2% | +457.5% | +419.7% |
| 5Y | +1,416.6% | +48.1% | +1,368.5% | +996.7% |
| 10Y | +1,412.7% | +1,546.1% | -133.4% | +529.7% |
| All | +9,171.5% | +11,731.3% | -2,559.9% | +2,936.4% |
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