+6,723.0%
GEN vs VICR
+12,339.4%
-5,616.3%
-87.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +2.5% | -5.3% | -3.2% |
| 7D | -0.7% | +9.8% | -10.5% | -2.3% |
| 30D | +2.6% | -12.6% | +15.2% | +4.3% |
| 3M | +15.8% | -29.7% | +45.5% | +19.3% |
| 6M | +33.1% | +18.8% | +14.3% | +21.4% |
| YTD | +11.3% | +76.4% | -65.1% | -6.6% |
| 1Y | +1.7% | +282.4% | -280.7% | -26.9% |
| 3Y | +58.1% | +206.2% | -148.0% | +10.1% |
| 5Y | +20.6% | +53.9% | -33.3% | -13.7% |
| 10Y | +149.0% | +1,572.3% | -1,423.3% | -2.2% |
| All | +6,723.0% | +12,339.4% | -5,616.3% | +1,100.9% |
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