+32,735.4%
EXPD vs VICR
+12,032.5%
+20,702.9%
-58.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +5.5% | -4.6% | +0.1% |
| 7D | -1.1% | +0.4% | -1.6% | -1.3% |
| 30D | +4.1% | -13.9% | +18.0% | +6.0% |
| 3M | +17.9% | -38.4% | +56.3% | +24.0% |
| 6M | +29.2% | -7.2% | +36.4% | +24.8% |
| YTD | +27.4% | +72.0% | -44.7% | +11.2% |
| 1Y | +56.8% | +263.3% | -206.5% | +20.4% |
| 3Y | +68.0% | +173.3% | -105.2% | +26.5% |
| 5Y | +61.9% | +47.3% | +14.6% | +24.4% |
| 10Y | +316.0% | +1,495.2% | -1,179.2% | +100.5% |
| All | +32,735.4% | +12,032.5% | +20,702.9% | +11,067.7% |
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 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