+872.9%
SLB vs VICR
+12,032.4%
-11,159.5%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +5.5% | -5.3% | -0.6% |
| 7D | +0.8% | +0.4% | +0.4% | +0.8% |
| 30D | +15.8% | -13.9% | +29.8% | +17.8% |
| 3M | -0.3% | -38.4% | +38.1% | +4.7% |
| 6M | +21.3% | -7.2% | +28.5% | +17.6% |
| YTD | +52.3% | +72.0% | -19.7% | +34.0% |
| 1Y | +63.6% | +263.3% | -199.7% | +27.6% |
| 3Y | +3.8% | +173.3% | -169.5% | -20.1% |
| 5Y | +128.6% | +47.3% | +81.3% | +78.5% |
| 10Y | -3.1% | +1,495.2% | -1,498.2% | -50.1% |
| All | +872.9% | +12,032.4% | -11,159.5% | +280.5% |
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