+1,757.5%
VICR vs BTG
+371.8%
+1,385.7%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -2.9% | -0.3% | -2.8% |
| 7D | -0.4% | -5.5% | +5.1% | +0.3% |
| 30D | -15.6% | +6.1% | -21.7% | -16.3% |
| 3M | -35.4% | +38.6% | -74.0% | -38.4% |
| 6M | +1.3% | +0.7% | +0.6% | +0.5% |
| YTD | +62.5% | +20.3% | +42.1% | +57.6% |
| 1Y | +255.5% | +25.0% | +230.4% | +242.4% |
| 3Y | +182.0% | +97.3% | +84.7% | +155.1% |
| 5Y | +42.9% | +78.3% | -35.4% | +29.4% |
| 10Y | +1,494.0% | +151.6% | +1,342.4% | +1,252.7% |
| All | +1,757.5% | +371.8% | +1,385.7% | +879.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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