+5,083.9%
LITE vs VICR
+1,598.6%
+3,485.2%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +5.5% | -1.5% | +2.2% |
| 7D | -1.5% | +0.4% | -2.0% | -1.7% |
| 30D | +6.7% | -13.9% | +20.6% | +12.5% |
| 3M | -6.8% | -38.4% | +31.7% | +9.3% |
| 6M | +29.4% | -7.2% | +36.6% | +30.4% |
| YTD | +139.1% | +72.0% | +67.1% | +96.8% |
| 1Y | +521.0% | +263.3% | +257.7% | +300.9% |
| 3Y | +1,535.3% | +173.3% | +1,362.0% | +977.1% |
| 5Y | +889.8% | +47.3% | +842.5% | +585.6% |
| 10Y | +2,400.7% | +1,495.2% | +905.5% | +873.1% |
| All | +5,083.9% | +1,598.6% | +3,485.2% | +1,828.0% |
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