+31,553.4%
ORCL vs VICR
+10,421.2%
+21,132.1%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +11.3% | -8.1% | +1.0% |
| 7D | +0.5% | -6.5% | +7.0% | +1.5% |
| 30D | -15.3% | -38.5% | +23.3% | -7.9% |
| 3M | -18.2% | -26.1% | +7.9% | -15.2% |
| 6M | -38.4% | -36.2% | -2.2% | -36.3% |
| YTD | -37.7% | +49.2% | -86.9% | -46.6% |
| 1Y | -49.3% | +87.0% | -136.3% | -58.4% |
| 3Y | +10.6% | +350.4% | -339.8% | -28.3% |
| 5Y | +35.5% | +3.7% | +31.8% | +4.1% |
| 10Y | +251.6% | +1,084.9% | -833.3% | +45.1% |
| All | +31,553.4% | +10,421.2% | +21,132.1% | +5,191.6% |
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