+2,897.3%
GE vs VICR
+10,134.2%
-7,236.9%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -3.4% | +3.7% | +0.8% |
| 7D | +2.7% | +8.3% | -5.6% | +1.4% |
| 30D | +8.1% | -35.2% | +43.2% | +13.8% |
| 3M | -7.9% | -29.8% | +22.0% | -5.2% |
| 6M | +12.9% | -48.6% | +61.5% | +19.2% |
| YTD | +8.2% | +45.1% | -36.9% | -4.3% |
| 1Y | +9.7% | +79.6% | -69.9% | -6.2% |
| 3Y | +266.1% | +335.4% | -69.3% | +157.4% |
| 5Y | +407.4% | -1.0% | +408.4% | +311.8% |
| 10Y | +150.3% | +993.1% | -842.8% | +29.7% |
| All | +2,897.3% | +10,134.2% | -7,236.9% | +785.8% |
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