+41,132.7%
RMD vs VICR
+975.0%
+40,157.7%
-61.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +5.5% | -5.8% | -1.0% |
| 7D | -5.0% | +0.4% | -5.4% | -5.1% |
| 30D | +2.2% | -13.9% | +16.2% | +3.7% |
| 3M | +17.8% | -38.4% | +56.3% | +22.5% |
| 6M | -11.3% | -7.2% | -4.1% | -14.7% |
| YTD | -4.4% | +72.0% | -76.5% | -16.0% |
| 1Y | -15.7% | +263.3% | -279.0% | -34.0% |
| 3Y | +47.7% | +173.3% | -125.5% | +13.8% |
| 5Y | -19.2% | +47.3% | -66.5% | -36.8% |
| 10Y | +280.4% | +1,495.2% | -1,214.8% | +100.0% |
| All | +41,132.7% | +975.0% | +40,157.7% | +17,197.6% |
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