+83.9%
ROKU vs VICR
+209.3%
-125.4%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +11.2% | -10.6% | -1.5% |
| 7D | -0.4% | +5.0% | -5.4% | -1.4% |
| 30D | +2.1% | -12.5% | +14.5% | +4.0% |
| 3M | +29.5% | -33.6% | +63.1% | +35.9% |
| 6M | +53.8% | +10.7% | +43.1% | +39.2% |
| YTD | +42.8% | +80.6% | -37.8% | +13.0% |
| 1Y | +60.7% | +288.4% | -227.6% | +2.0% |
| 3Y | +83.9% | +213.8% | -129.9% | +15.1% |
| All | +83.9% | +209.3% | -125.4% | +15.1% |
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