+4,023.7%
RBA vs VICR
+615.0%
+3,408.7%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.0% | +0.6% | -1.3% |
| 7D | -0.5% | +21.9% | -22.5% | -2.5% |
| 30D | +6.8% | -38.4% | +45.2% | +11.0% |
| 3M | +9.5% | -27.2% | +36.6% | +10.9% |
| 6M | -8.2% | -43.7% | +35.5% | -6.1% |
| YTD | -7.7% | +50.3% | -58.0% | -16.2% |
| 1Y | -6.9% | +74.6% | -81.5% | -16.8% |
| 3Y | +61.6% | +351.2% | -289.6% | +24.8% |
| 5Y | +44.7% | +2.5% | +42.2% | +23.7% |
| 10Y | +205.3% | +1,031.9% | -826.5% | +90.5% |
| All | +4,023.7% | +615.0% | +3,408.7% | +2,193.5% |
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