+3,087.8%
VIAV vs VICR
+1,643.4%
+1,444.4%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -3.2% | -1.4% | -3.5% |
| 7D | +11.2% | -0.4% | +11.6% | +11.4% |
| 30D | -2.6% | -15.6% | +13.0% | +3.0% |
| 3M | -20.1% | -35.4% | +15.3% | -8.6% |
| 6M | +25.8% | +1.3% | +24.6% | +22.6% |
| YTD | +109.9% | +62.5% | +47.4% | +75.8% |
| 1Y | +214.3% | +255.5% | -41.2% | +101.2% |
| 3Y | +281.6% | +182.0% | +99.6% | +132.4% |
| 5Y | +132.6% | +42.9% | +89.7% | +48.0% |
| 10Y | +396.7% | +1,494.0% | -1,097.3% | +12.7% |
| All | +3,087.8% | +1,643.4% | +1,444.4% | +333.8% |
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