+2,920.7%
GE vs VICR
+12,339.4%
-9,418.7%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.5% | -3.2% | -1.0% |
| 7D | +1.2% | +9.8% | -8.7% | -0.3% |
| 30D | -9.5% | -12.6% | +3.1% | -8.0% |
| 3M | +4.1% | -29.7% | +33.8% | +8.0% |
| 6M | +3.9% | +18.8% | -14.9% | -2.4% |
| YTD | +9.0% | +76.4% | -67.4% | -4.3% |
| 1Y | +21.9% | +282.4% | -260.4% | -6.1% |
| 3Y | +281.8% | +206.2% | +75.6% | +187.3% |
| 5Y | +436.7% | +53.9% | +382.8% | +315.5% |
| 10Y | +151.5% | +1,572.3% | -1,420.8% | +24.7% |
| All | +2,920.7% | +12,339.4% | -9,418.7% | +786.1% |
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