+4.4%
VICR vs ARWR
-36.3%
+40.7%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.7% | +3.2% | +3.8% |
| 7D | +5.7% | -19.9% | +25.6% | +12.2% |
| 30D | -35.2% | -18.7% | -16.5% | -31.5% |
| 3M | -20.3% | -44.7% | +24.4% | -5.9% |
| 6M | -46.3% | -36.5% | -9.8% | -39.5% |
| YTD | +53.4% | -25.7% | +79.0% | +65.5% |
| 1Y | +81.6% | +18.9% | +62.6% | +70.5% |
| 3Y | +360.5% | +83.1% | +277.5% | +237.1% |
| 5Y | +4.4% | -34.9% | +39.3% | -6.8% |
| All | +4.4% | -36.3% | +40.7% | -6.8% |
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