+519.9%
RVMD vs VICR
+209.3%
+310.6%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +11.2% | -10.9% | -1.2% |
| 7D | -3.0% | +5.0% | -7.9% | -3.6% |
| 30D | -0.7% | -12.5% | +11.7% | +0.6% |
| 3M | +36.5% | -33.6% | +70.1% | +41.5% |
| 6M | +104.6% | +10.7% | +93.9% | +95.7% |
| YTD | +155.8% | +80.6% | +75.3% | +127.9% |
| 1Y | +340.7% | +288.4% | +52.3% | +247.9% |
| 3Y | +519.9% | +213.8% | +306.1% | +363.7% |
| All | +519.9% | +209.3% | +310.6% | +363.7% |
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