+32,872.8%
EXPD vs VICR
+10,421.2%
+22,451.5%
-58.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +11.3% | -8.6% | +1.1% |
| 7D | -5.5% | -6.5% | +1.1% | -4.8% |
| 30D | -1.9% | -38.5% | +36.7% | +3.9% |
| 3M | +6.1% | -26.1% | +32.2% | +8.1% |
| 6M | +21.6% | -36.2% | +57.9% | +23.2% |
| YTD | +27.9% | +49.2% | -21.3% | +11.6% |
| 1Y | +39.4% | +87.0% | -47.6% | +17.4% |
| 3Y | +72.7% | +350.4% | -277.8% | +18.5% |
| 5Y | +60.3% | +3.7% | +56.6% | +27.5% |
| 10Y | +332.6% | +1,084.9% | -752.3% | +114.1% |
| All | +32,872.8% | +10,421.2% | +22,451.5% | +11,110.6% |
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