+173.5%
RCL vs VICR
+187.3%
-13.8%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -4.9% | +3.1% | -0.9% |
| 7D | -2.2% | +1.3% | -3.5% | -2.5% |
| 30D | -15.7% | -11.9% | -3.7% | -14.2% |
| 3M | -8.0% | -35.1% | +27.2% | -2.7% |
| 6M | -10.1% | +8.1% | -18.3% | -16.3% |
| YTD | -5.9% | +67.8% | -73.7% | -20.1% |
| 1Y | -23.5% | +267.3% | -290.8% | -45.4% |
| All | +173.5% | +187.3% | -13.8% | +101.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling