+16,812.7%
OKE vs VICR
+12,634.7%
+4,177.9%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +11.2% | -10.2% | -0.4% |
| 7D | +1.2% | +5.0% | -3.7% | +0.6% |
| 30D | +4.5% | -12.5% | +17.0% | +5.8% |
| 3M | +9.6% | -33.6% | +43.2% | +13.2% |
| 6M | +15.4% | +10.7% | +4.7% | +8.9% |
| YTD | +36.5% | +80.6% | -44.1% | +19.7% |
| 1Y | +39.0% | +288.4% | -249.4% | +8.9% |
| 3Y | +74.3% | +213.8% | -139.5% | +33.6% |
| 5Y | +141.2% | +58.8% | +82.4% | +89.4% |
| 10Y | +262.1% | +1,671.8% | -1,409.7% | +99.2% |
| All | +16,812.7% | +12,634.7% | +4,177.9% | +6,432.4% |
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 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