+606.9%
LULU vs VICR
+1,606.0%
-999.1%
-92.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +11.2% | -9.0% | -0.4% |
| 7D | -1.6% | +5.0% | -6.6% | -2.8% |
| 30D | -18.1% | -12.5% | -5.6% | -16.5% |
| 3M | -18.8% | -33.6% | +14.8% | -14.6% |
| 6M | -39.2% | +10.7% | -49.9% | -45.8% |
| YTD | -52.4% | +80.6% | -132.9% | -63.4% |
| 1Y | -40.3% | +288.4% | -328.7% | -63.4% |
| 3Y | -75.1% | +213.8% | -288.9% | -85.5% |
| 5Y | -76.7% | +58.8% | -135.6% | -85.6% |
| 10Y | +52.7% | +1,671.8% | -1,619.1% | -62.4% |
| All | +606.9% | +1,606.0% | -999.1% | +25.3% |
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