+7,085.5%
DRI vs VICR
+955.0%
+6,130.5%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +5.5% | -6.0% | -1.3% |
| 7D | +0.6% | +0.4% | +0.2% | +0.5% |
| 30D | +3.8% | -13.9% | +17.8% | +5.5% |
| 3M | +13.0% | -38.4% | +51.4% | +18.1% |
| 6M | +8.3% | -7.2% | +15.5% | +4.5% |
| YTD | +20.6% | +72.0% | -51.4% | +5.9% |
| 1Y | +6.5% | +263.3% | -256.8% | -17.2% |
| 3Y | +53.7% | +173.3% | -119.6% | +17.2% |
| 5Y | +72.7% | +47.3% | +25.4% | +34.1% |
| 10Y | +363.2% | +1,495.2% | -1,132.0% | +139.5% |
| All | +7,085.5% | +955.0% | +6,130.5% | +2,727.0% |
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