+41,701.5%
ORCL vs VICR
+12,032.4%
+29,669.0%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +5.5% | -2.4% | +2.1% |
| 7D | +5.3% | +0.4% | +4.8% | +5.2% |
| 30D | +10.0% | -13.9% | +23.9% | +12.6% |
| 3M | -32.6% | -38.4% | +5.8% | -27.6% |
| 6M | +4.9% | -7.2% | +12.1% | +1.3% |
| YTD | -17.8% | +72.0% | -89.8% | -30.2% |
| 1Y | -28.0% | +263.3% | -291.3% | -47.8% |
| 3Y | +36.0% | +173.3% | -137.2% | -2.5% |
| 5Y | +88.7% | +47.3% | +41.4% | +37.2% |
| 10Y | +346.9% | +1,495.2% | -1,148.3% | +76.2% |
| All | +41,701.5% | +12,032.4% | +29,669.0% | +6,813.6% |
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