+76.9%
GRMN vs VICR
+41.8%
+35.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.2% | +3.2% | +0.3% |
| 7D | -1.8% | -0.4% | -1.4% | -1.8% |
| 30D | -12.1% | -15.6% | +3.5% | -10.7% |
| 3M | +18.0% | -35.4% | +53.4% | +21.8% |
| 6M | +13.7% | +1.3% | +12.4% | +9.4% |
| YTD | +35.3% | +62.5% | -27.2% | +22.0% |
| 1Y | +17.2% | +255.5% | -238.2% | -5.3% |
| 3Y | +179.6% | +182.0% | -2.4% | +123.3% |
| All | +76.9% | +41.8% | +35.1% | +48.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling