+367.0%
PSX vs VICR
+42.6%
+324.4%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.2% | +2.3% | -0.7% |
| 7D | +1.5% | -0.4% | +1.9% | +1.5% |
| 30D | +15.8% | -15.6% | +31.4% | +16.9% |
| 3M | +43.0% | -35.4% | +78.4% | +45.7% |
| 6M | +61.1% | +1.3% | +59.8% | +55.7% |
| YTD | +104.5% | +62.5% | +42.1% | +87.7% |
| 1Y | +102.5% | +255.5% | -152.9% | +71.1% |
| 3Y | +133.5% | +182.0% | -48.5% | +94.7% |
| 5Y | +367.0% | +42.9% | +324.0% | +285.7% |
| All | +367.0% | +42.6% | +324.4% | +285.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling