+69,555.3%
SU vs VICR
+11,356.8%
+58,198.5%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.2% | +3.0% | +0.3% |
| 7D | +1.7% | -0.4% | +2.1% | +1.6% |
| 30D | +9.6% | -15.6% | +25.2% | +11.9% |
| 3M | +11.7% | -35.4% | +47.1% | +16.7% |
| 6M | +21.9% | +1.3% | +20.6% | +15.2% |
| YTD | +58.6% | +62.5% | -3.8% | +37.5% |
| 1Y | +66.5% | +255.5% | -188.9% | +25.6% |
| 3Y | +121.4% | +182.0% | -60.6% | +61.6% |
| 5Y | +355.7% | +42.9% | +312.8% | +240.4% |
| 10Y | +264.2% | +1,494.0% | -1,229.8% | +64.0% |
| All | +69,555.3% | +11,356.8% | +58,198.5% | +13,459.5% |
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