+7,173.7%
MCO vs VICR
+1,371.5%
+5,802.2%
-78.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -3.2% | +1.6% | -1.0% |
| 7D | -7.3% | -0.4% | -6.9% | -7.3% |
| 30D | -1.7% | -15.6% | +13.9% | +0.3% |
| 3M | +3.9% | -35.4% | +39.3% | +8.3% |
| 6M | +3.8% | +1.3% | +2.5% | -2.0% |
| YTD | -7.9% | +62.5% | -70.4% | -20.3% |
| 1Y | -6.8% | +255.5% | -262.3% | -30.3% |
| 3Y | +40.9% | +182.0% | -141.1% | +2.3% |
| 5Y | +27.5% | +42.9% | -15.4% | -4.2% |
| 10Y | +381.4% | +1,494.0% | -1,112.6% | +123.5% |
| All | +7,173.7% | +1,371.5% | +5,802.2% | +2,646.1% |
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 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