+27.5%
SOLS vs VICR
+231.7%
-204.2%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +11.2% | -11.2% | -2.6% |
| 7D | -3.5% | +5.0% | -8.4% | -4.7% |
| 30D | -1.0% | -12.5% | +11.5% | +1.6% |
| 3M | -24.1% | -33.6% | +9.5% | -17.9% |
| 6M | -18.0% | +10.7% | -28.6% | -21.5% |
| YTD | +27.1% | +80.6% | -53.5% | +18.1% |
| All | +27.5% | +231.7% | -204.2% | +16.2% |
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