+85.7%
SCHG vs VICR
+57.6%
+28.1%
-34.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +11.2% | -10.3% | -0.6% |
| 7D | -1.0% | +5.0% | -6.0% | -1.7% |
| 30D | -1.3% | -12.5% | +11.2% | 0.0% |
| 3M | +5.4% | -33.6% | +39.0% | +9.4% |
| 6M | +14.4% | +10.7% | +3.7% | +8.1% |
| YTD | +8.0% | +80.6% | -72.5% | -5.9% |
| 1Y | +12.7% | +288.4% | -275.6% | -13.6% |
| 3Y | +85.6% | +213.8% | -128.2% | +39.3% |
| All | +85.7% | +57.6% | +28.1% | +43.0% |
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 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