+5,601.3%
RCL vs VICR
+2,174.3%
+3,427.1%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -3.4% | +3.8% | +1.2% |
| 7D | -1.2% | +8.3% | -9.5% | -3.0% |
| 30D | +17.8% | -35.2% | +53.0% | +27.2% |
| 3M | +4.9% | -29.8% | +34.8% | +8.7% |
| 6M | +23.7% | -48.6% | +72.3% | +33.2% |
| YTD | +17.8% | +45.1% | -27.3% | -3.4% |
| 1Y | +28.9% | +79.6% | -50.6% | +0.4% |
| 3Y | +241.9% | +335.4% | -93.5% | +98.5% |
| 5Y | +295.4% | -1.0% | +296.4% | +189.9% |
| 10Y | +344.1% | +993.1% | -649.0% | +69.1% |
| All | +5,601.3% | +2,174.3% | +3,427.1% | +1,375.5% |
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