+48.1%
VICR vs ARWR
+25.7%
+22.4%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -2.9% | -2.0% | -4.0% |
| 7D | +1.3% | -3.2% | +4.5% | +2.2% |
| 30D | -11.9% | -6.5% | -5.5% | -10.2% |
| 3M | -35.1% | +12.7% | -47.8% | -37.9% |
| 6M | +8.1% | +36.2% | -28.1% | -1.0% |
| YTD | +67.8% | +24.5% | +43.3% | +56.9% |
| 1Y | +267.3% | +198.0% | +69.3% | +167.7% |
| 3Y | +191.2% | +176.4% | +14.9% | +91.4% |
| 5Y | +48.1% | +26.6% | +21.5% | +14.7% |
| All | +48.1% | +25.7% | +22.4% | +14.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 ARWR 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