+4,549.4%
RCL vs VICR
+2,596.1%
+1,953.3%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +5.5% | -5.6% | -1.4% |
| 7D | -5.1% | +0.4% | -5.5% | -5.3% |
| 30D | -19.0% | -13.9% | -5.1% | -16.7% |
| 3M | -9.6% | -38.4% | +28.8% | -2.0% |
| 6M | -6.7% | -7.2% | +0.5% | -11.0% |
| YTD | -3.9% | +72.0% | -76.0% | -21.2% |
| 1Y | -25.1% | +263.3% | -288.4% | -49.5% |
| 3Y | +179.1% | +173.3% | +5.9% | +85.8% |
| 5Y | +243.3% | +47.3% | +196.0% | +138.0% |
| 10Y | +325.8% | +1,495.2% | -1,169.4% | +54.1% |
| All | +4,549.4% | +2,596.1% | +1,953.3% | +1,104.0% |
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 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