-62.8%
CSGP vs VICR
+175.6%
-238.4%
-72.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +5.5% | -7.9% | -2.5% |
| 7D | -4.1% | +0.4% | -4.5% | -4.1% |
| 30D | +2.3% | -13.9% | +16.3% | +2.4% |
| 3M | -8.2% | -38.4% | +30.2% | -7.8% |
| 6M | -35.1% | -7.2% | -27.9% | -37.6% |
| YTD | -54.0% | +72.0% | -126.1% | -58.9% |
| 1Y | -65.3% | +263.3% | -328.6% | -71.8% |
| All | -62.8% | +175.6% | -238.4% | -69.2% |
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 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