+2,762.0%
MSCI vs VICR
+1,159.7%
+1,602.2%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.0% | +0.5% | -1.1% |
| 7D | -0.7% | +21.9% | -22.6% | -4.9% |
| 30D | +16.2% | -38.4% | +54.5% | +25.7% |
| 3M | +16.1% | -27.2% | +43.3% | +18.9% |
| 6M | +12.9% | -43.7% | +56.6% | +17.1% |
| YTD | +14.8% | +50.3% | -35.4% | -9.2% |
| 1Y | +13.8% | +74.6% | -60.8% | -13.4% |
| 3Y | +31.2% | +351.2% | -320.0% | -30.3% |
| 5Y | +5.6% | +2.5% | +3.1% | -27.0% |
| 10Y | +806.4% | +1,031.9% | -225.5% | +167.1% |
| All | +2,762.0% | +1,159.7% | +1,602.2% | +508.5% |
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