+26.1%
RCL vs VICR
-45.7%
+71.8%
-29.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -2.0% | -1.9% | -3.8% |
| 7D | -0.2% | +21.9% | -22.1% | -1.4% |
| 30D | +14.4% | -38.4% | +52.8% | +16.9% |
| 3M | +5.2% | -27.2% | +32.3% | +6.1% |
| 6M | +26.1% | -43.7% | +69.8% | +29.5% |
| All | +26.1% | -45.7% | +71.8% | +29.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling