+9,928.3%
RTX vs VICR
+12,032.5%
-2,104.1%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +5.5% | -6.1% | -1.4% |
| 7D | -5.2% | +0.4% | -5.6% | -5.3% |
| 30D | -9.4% | -13.9% | +4.6% | -7.9% |
| 3M | +12.3% | -38.4% | +50.7% | +17.2% |
| 6M | -3.1% | -7.2% | +4.1% | -6.2% |
| YTD | +10.7% | +72.0% | -61.4% | -1.9% |
| 1Y | +28.4% | +263.3% | -234.9% | +2.0% |
| 3Y | +147.1% | +173.3% | -26.2% | +92.8% |
| 5Y | +167.2% | +47.3% | +119.9% | +110.4% |
| 10Y | +274.7% | +1,495.2% | -1,220.5% | +96.0% |
| All | +9,928.3% | +12,032.5% | -2,104.1% | +3,119.0% |
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