-50.3%
FND vs VICR
+178.2%
-228.5%
-67.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -3.2% | +1.7% | -1.0% |
| 7D | -5.1% | -0.4% | -4.7% | -5.1% |
| 30D | -22.5% | -15.6% | -7.0% | -21.0% |
| 3M | -5.0% | -35.4% | +30.4% | -1.2% |
| 6M | -21.5% | +1.3% | -22.8% | -26.8% |
| YTD | -23.0% | +62.5% | -85.5% | -34.8% |
| 1Y | -44.9% | +255.5% | -300.4% | -60.7% |
| All | -50.3% | +178.2% | -228.5% | -65.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling