+13,169.3%
NUE vs VICR
+11,356.8%
+1,812.5%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.2% | +2.2% | -0.4% |
| 7D | -2.7% | -0.4% | -2.3% | -2.7% |
| 30D | -6.1% | -15.6% | +9.5% | -3.6% |
| 3M | +2.2% | -35.4% | +37.6% | +7.7% |
| 6M | +50.8% | +1.3% | +49.5% | +43.4% |
| YTD | +57.5% | +62.5% | -4.9% | +36.1% |
| 1Y | +82.5% | +255.5% | -173.0% | +34.6% |
| 3Y | +61.7% | +182.0% | -120.3% | +16.7% |
| 5Y | +145.1% | +42.9% | +102.2% | +82.2% |
| 10Y | +577.8% | +1,494.0% | -916.2% | +194.3% |
| All | +13,169.3% | +11,356.8% | +1,812.5% | +3,770.8% |
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