+6,510.0%
MCD vs VICR
+12,032.5%
-5,522.5%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +5.5% | -7.0% | -1.9% |
| 7D | -2.8% | +0.4% | -3.3% | -2.9% |
| 30D | -6.0% | -13.9% | +7.9% | -5.2% |
| 3M | -5.6% | -38.4% | +32.8% | -3.3% |
| 6M | -21.9% | -7.2% | -14.6% | -23.5% |
| YTD | -14.7% | +72.0% | -86.7% | -20.9% |
| 1Y | -17.3% | +263.3% | -280.6% | -28.3% |
| 3Y | -2.2% | +173.3% | -175.4% | -16.3% |
| 5Y | +20.3% | +47.3% | -27.0% | +3.6% |
| 10Y | +180.7% | +1,495.2% | -1,314.5% | +85.7% |
| All | +6,510.0% | +12,032.5% | -5,522.5% | +2,513.8% |
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