+1,107.0%
DIA vs VICR
+525.7%
+581.3%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -3.4% | +3.6% | +0.6% |
| 7D | +2.1% | +8.3% | -6.2% | +1.0% |
| 30D | +1.5% | -35.2% | +36.7% | +6.1% |
| 3M | -2.4% | -29.8% | +27.4% | -0.1% |
| 6M | +6.0% | -48.6% | +54.5% | +10.7% |
| YTD | +10.1% | +45.1% | -35.0% | -2.1% |
| 1Y | +11.8% | +79.6% | -67.7% | -3.5% |
| 3Y | +59.7% | +335.4% | -275.7% | +15.0% |
| 5Y | +57.9% | -1.0% | +58.9% | +29.5% |
| 10Y | +236.2% | +993.1% | -756.9% | +80.9% |
| All | +1,107.0% | +525.7% | +581.3% | +373.5% |
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