+2,185.1%
TRGP vs VICR
+958.0%
+1,227.1%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -4.9% | +3.9% | -0.2% |
| 7D | -0.7% | +1.3% | -2.0% | -1.0% |
| 30D | +9.5% | -11.9% | +21.4% | +11.1% |
| 3M | +10.8% | -35.1% | +46.0% | +16.0% |
| 6M | +25.3% | +8.1% | +17.2% | +16.5% |
| YTD | +60.3% | +67.8% | -7.5% | +36.0% |
| 1Y | +84.6% | +267.3% | -182.7% | +33.8% |
| 3Y | +264.4% | +191.2% | +73.1% | +157.3% |
| 5Y | +636.6% | +48.1% | +588.5% | +440.1% |
| 10Y | +848.9% | +1,546.1% | -697.2% | +296.6% |
| All | +2,185.1% | +958.0% | +1,227.1% | +909.6% |
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