+327.2%
SMH vs VICR
+57.6%
+269.6%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +11.2% | -9.7% | -1.4% |
| 7D | +0.3% | +5.0% | -4.7% | -1.1% |
| 30D | -2.8% | -12.5% | +9.7% | 0.0% |
| 3M | -6.7% | -33.6% | +26.9% | +1.7% |
| 6M | +41.8% | +10.7% | +31.1% | +33.0% |
| YTD | +57.9% | +80.6% | -22.7% | +30.0% |
| 1Y | +87.6% | +288.4% | -200.7% | +25.3% |
| 3Y | +282.9% | +213.8% | +69.1% | +149.2% |
| All | +327.2% | +57.6% | +269.6% | +198.1% |
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