+761.3%
SLB vs VICR
+10,497.2%
-9,735.9%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.0% | +1.9% | +0.2% |
| 7D | +2.6% | +21.9% | -19.3% | -0.4% |
| 30D | +4.4% | -38.4% | +42.8% | +10.6% |
| 3M | -2.7% | -27.2% | +24.4% | -0.5% |
| 6M | -7.5% | -43.7% | +36.2% | -4.2% |
| YTD | +34.8% | +50.3% | -15.4% | +18.6% |
| 1Y | +44.6% | +74.6% | -30.0% | +24.3% |
| 3Y | +3.2% | +351.2% | -348.0% | -27.0% |
| 5Y | +73.6% | +2.5% | +71.1% | +40.4% |
| 10Y | -14.3% | +1,031.9% | -1,046.2% | -54.5% |
| All | +761.3% | +10,497.2% | -9,735.9% | +236.8% |
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