+18.1%
RRX vs VICR
+57.6%
-39.5%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +11.2% | -7.5% | +1.3% |
| 7D | -0.3% | +5.0% | -5.3% | -1.5% |
| 30D | -6.1% | -12.5% | +6.3% | -3.9% |
| 3M | -23.1% | -33.6% | +10.6% | -17.4% |
| 6M | -19.5% | +10.7% | -30.2% | -23.7% |
| YTD | +16.1% | +80.6% | -64.5% | -0.8% |
| 1Y | +12.9% | +288.4% | -275.4% | -18.4% |
| 3Y | +7.9% | +213.8% | -205.9% | -24.0% |
| All | +18.1% | +57.6% | -39.5% | -14.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling