+3,554.7%
RBA vs VICR
+718.6%
+2,836.1%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +5.5% | -5.2% | -0.2% |
| 7D | -2.9% | +0.4% | -3.4% | -3.0% |
| 30D | -12.3% | -13.9% | +1.6% | -11.3% |
| 3M | -20.5% | -38.4% | +17.9% | -17.8% |
| 6M | -18.5% | -7.2% | -11.3% | -20.5% |
| YTD | -18.2% | +72.0% | -90.3% | -25.5% |
| 1Y | -27.5% | +263.3% | -290.8% | -39.5% |
| 3Y | +38.1% | +173.3% | -135.2% | +13.7% |
| 5Y | +44.8% | +47.3% | -2.5% | +20.7% |
| 10Y | +187.1% | +1,495.2% | -1,308.0% | +75.5% |
| All | +3,554.7% | +718.6% | +2,836.1% | +1,936.8% |
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