+3,975.4%
PFE vs VICR
+12,032.5%
-8,057.0%
-69.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +5.5% | -6.7% | -1.7% |
| 7D | +1.8% | +0.4% | +1.3% | +1.7% |
| 30D | +10.2% | -13.9% | +24.2% | +11.3% |
| 3M | +12.7% | -38.4% | +51.1% | +15.9% |
| 6M | +10.5% | -7.2% | +17.7% | +8.2% |
| YTD | +20.2% | +72.0% | -51.9% | +11.0% |
| 1Y | +24.1% | +263.3% | -239.2% | +6.5% |
| 3Y | -3.6% | +173.3% | -176.8% | -18.3% |
| 5Y | -20.9% | +47.3% | -68.2% | -32.6% |
| 10Y | +35.8% | +1,495.2% | -1,459.3% | -14.4% |
| All | +3,975.4% | +12,032.5% | -8,057.0% | +1,483.9% |
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