-63.7%
CSGP vs VICR
+1.5%
-65.1%
-72.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.0% | +1.5% | -0.5% |
| 7D | -6.1% | +21.9% | -28.0% | -6.6% |
| 30D | +0.3% | -38.4% | +38.7% | +1.6% |
| 3M | -1.3% | -27.2% | +25.9% | -1.2% |
| 6M | -8.9% | -43.7% | +34.8% | -8.9% |
| YTD | -55.2% | +50.3% | -105.5% | -60.1% |
| 1Y | -56.4% | +74.6% | -130.9% | -61.8% |
| 3Y | -62.2% | +351.2% | -413.4% | -71.4% |
| 5Y | -63.7% | +2.5% | -66.2% | -65.9% |
| All | -63.7% | +1.5% | -65.1% | -65.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling