+9,412.3%
DGX vs VICR
+1,155.5%
+8,256.8%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +11.2% | -9.5% | +0.7% |
| 7D | -0.9% | +5.0% | -5.9% | -1.3% |
| 30D | -1.2% | -12.5% | +11.3% | -0.3% |
| 3M | +15.8% | -33.6% | +49.4% | +18.5% |
| 6M | +18.2% | +10.7% | +7.5% | +14.0% |
| YTD | +37.2% | +80.6% | -43.4% | +26.0% |
| 1Y | +30.4% | +288.4% | -258.0% | +10.7% |
| 3Y | +96.7% | +213.8% | -117.1% | +63.2% |
| 5Y | +67.2% | +58.8% | +8.3% | +40.5% |
| 10Y | +253.9% | +1,671.8% | -1,417.9% | +115.9% |
| All | +9,412.3% | +1,155.5% | +8,256.8% | +4,599.9% |
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 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