+166.2%
EOG vs VICR
+57.6%
+108.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +11.2% | -11.2% | -0.5% |
| 7D | +1.5% | +5.0% | -3.5% | +1.3% |
| 30D | +2.9% | -12.5% | +15.4% | +3.4% |
| 3M | +8.7% | -33.6% | +42.3% | +10.0% |
| 6M | +12.9% | +10.7% | +2.2% | +9.6% |
| YTD | +43.8% | +80.6% | -36.7% | +33.7% |
| 1Y | +27.1% | +288.4% | -261.3% | +10.5% |
| 3Y | +25.9% | +213.8% | -187.9% | +8.0% |
| All | +166.2% | +57.6% | +108.6% | +139.7% |
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