-54.8%
CSGP vs VICR
+70.3%
-125.1%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -3.4% | +6.3% | +2.3% |
| 7D | +1.3% | +8.3% | -6.9% | +2.6% |
| 30D | +2.8% | -35.2% | +38.0% | -2.1% |
| 3M | -6.3% | -29.8% | +23.5% | -9.0% |
| 6M | -3.2% | -48.6% | +45.4% | -7.5% |
| YTD | -54.0% | +45.1% | -99.1% | -58.3% |
| 1Y | -54.8% | +79.6% | -134.4% | -60.4% |
| All | -54.8% | +70.3% | -125.1% | -60.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling