+209.9%
FXI vs VICR
+1,915.9%
-1,706.1%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -4.9% | +3.6% | -0.3% |
| 7D | -2.8% | +1.3% | -4.0% | -3.1% |
| 30D | -5.3% | -11.9% | +6.6% | -3.5% |
| 3M | +0.3% | -35.1% | +35.5% | +6.5% |
| 6M | -4.6% | +8.1% | -12.7% | -12.2% |
| YTD | -9.1% | +67.8% | -76.9% | -25.1% |
| 1Y | -12.0% | +267.3% | -279.3% | -40.3% |
| 3Y | +38.6% | +191.2% | -152.6% | -9.8% |
| 5Y | -6.6% | +48.1% | -54.7% | -36.7% |
| 10Y | +15.0% | +1,546.1% | -1,531.1% | -66.3% |
| All | +209.9% | +1,915.9% | -1,706.1% | -40.3% |
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