+1,431.0%
VICR vs BUD
-22.8%
+1,453.8%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.4% | -2.7% | -3.0% |
| 7D | -0.4% | -3.2% | +2.8% | +0.9% |
| 30D | -15.6% | -3.7% | -11.9% | -14.6% |
| 3M | -35.4% | -4.4% | -30.9% | -35.0% |
| 6M | +1.3% | +7.7% | -6.4% | -3.0% |
| YTD | +62.5% | +23.1% | +39.4% | +47.4% |
| 1Y | +255.5% | +33.6% | +221.8% | +210.9% |
| 3Y | +182.0% | +44.7% | +137.3% | +133.6% |
| 5Y | +42.9% | +44.9% | -2.0% | +15.8% |
| All | +1,431.0% | -22.8% | +1,453.8% | +1,292.0% |
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