+9.1%
MSCI vs VICR
+7.1%
+2.0%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +4.0% | -3.3% | +0.4% |
| 7D | -1.9% | +5.7% | -7.6% | -2.6% |
| 30D | +16.5% | -35.2% | +51.7% | +20.2% |
| 3M | +18.2% | -20.3% | +38.5% | +18.4% |
| 6M | +14.0% | -46.3% | +60.3% | +16.8% |
| YTD | +16.6% | +53.4% | -36.8% | +2.0% |
| 1Y | +14.8% | +81.6% | -66.7% | -2.0% |
| 3Y | +33.3% | +360.5% | -327.3% | -8.4% |
| 5Y | +9.1% | +4.4% | +4.6% | -2.4% |
| All | +9.1% | +7.1% | +2.0% | -2.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling