+19,332.1%
PSA vs VICR
+11,731.3%
+7,600.8%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -4.9% | +2.6% | -1.8% |
| 7D | -2.2% | +1.3% | -3.5% | -2.4% |
| 30D | -9.6% | -11.9% | +2.4% | -8.6% |
| 3M | -7.9% | -35.1% | +27.2% | -5.2% |
| 6M | -2.0% | +8.1% | -10.1% | -6.0% |
| YTD | +15.7% | +67.8% | -52.0% | +5.1% |
| 1Y | +5.8% | +267.3% | -261.5% | -12.7% |
| 3Y | +21.6% | +191.2% | -169.6% | -1.8% |
| 5Y | +13.1% | +48.1% | -35.0% | -7.1% |
| 10Y | +101.3% | +1,546.1% | -1,444.8% | +14.0% |
| All | +19,332.1% | +11,731.3% | +7,600.8% | +7,753.1% |
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