+32.5%
RBRK vs VICR
+262.2%
-229.7%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.6% | -6.7% | +22.3% | +15.9% |
| 7D | +7.0% | -2.0% | +9.0% | +6.9% |
| 30D | -2.0% | -21.3% | +19.3% | -1.2% |
| 3M | +46.9% | -39.2% | +86.1% | +48.6% |
| 6M | +87.5% | +7.0% | +80.5% | +81.3% |
| YTD | +31.0% | +68.5% | -37.5% | +22.7% |
| All | +32.5% | +262.2% | -229.7% | +15.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling