+1,044.2%
VICR vs BUD
-2.1%
+1,046.3%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +1.1% | -4.6% | -3.8% |
| 7D | +8.3% | +1.0% | +7.3% | +7.9% |
| 30D | -35.2% | +6.7% | -41.9% | -37.4% |
| 3M | -29.8% | +5.7% | -35.5% | -32.4% |
| 6M | -48.6% | +5.8% | -54.4% | -51.1% |
| YTD | +45.1% | +34.4% | +10.7% | +25.3% |
| 1Y | +79.6% | +33.3% | +46.3% | +55.4% |
| 3Y | +335.4% | +48.8% | +286.6% | +253.0% |
| 5Y | -1.0% | +52.5% | -53.6% | -22.5% |
| All | +1,044.2% | -2.1% | +1,046.3% | +853.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 10y: compounded portfolio wealth divided by compounded BUD 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…
10y analysis · Full analysis span regression · 6 months rolling