+5,578.7%
RCL vs VICR
+2,254.9%
+3,323.8%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -2.0% | -1.9% | -3.5% |
| 7D | -0.2% | +21.9% | -22.1% | -4.7% |
| 30D | +14.4% | -38.4% | +52.8% | +24.8% |
| 3M | +5.2% | -27.2% | +32.3% | +8.1% |
| 6M | +26.1% | -43.7% | +69.8% | +33.1% |
| YTD | +17.4% | +50.3% | -32.9% | -4.5% |
| 1Y | +24.7% | +74.6% | -49.9% | -2.3% |
| 3Y | +250.9% | +351.2% | -100.3% | +102.2% |
| 5Y | +293.8% | +2.5% | +291.3% | +186.6% |
| 10Y | +342.4% | +1,031.9% | -689.5% | +67.1% |
| All | +5,578.7% | +2,254.9% | +3,323.8% | +1,358.6% |
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