+1,358.0%
LITE vs VICR
+336.6%
+1,021.4%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -3.4% | -1.1% | -2.9% |
| 7D | +10.8% | +8.3% | +2.5% | +7.1% |
| 30D | -33.4% | -35.2% | +1.7% | -18.7% |
| 3M | -32.2% | -29.8% | -2.4% | -21.7% |
| 6M | -42.1% | -48.6% | +6.5% | -25.7% |
| YTD | +61.9% | +45.1% | +16.7% | +31.3% |
| 1Y | +163.0% | +79.6% | +83.4% | +96.4% |
| 3Y | +1,358.0% | +335.4% | +1,022.6% | +590.2% |
| All | +1,358.0% | +336.6% | +1,021.4% | +590.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling