+49.3%
RMD vs VICR
+178.2%
-129.0%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.2% | +3.0% | -0.1% |
| 7D | -4.2% | -0.4% | -3.8% | -4.2% |
| 30D | -2.1% | -15.6% | +13.5% | -1.8% |
| 3M | +13.8% | -35.4% | +49.1% | +14.2% |
| 6M | -10.6% | +1.3% | -11.9% | -13.7% |
| YTD | -8.1% | +62.5% | -70.5% | -14.8% |
| 1Y | -18.0% | +255.5% | -273.4% | -29.2% |
| All | +49.3% | +178.2% | -129.0% | +29.6% |
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 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