+48.1%
VICR vs BUD
+44.7%
+3.4%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -2.2% | -2.7% | -4.1% |
| 7D | +1.3% | -1.3% | +2.6% | +1.7% |
| 30D | -11.9% | -6.1% | -5.8% | -10.2% |
| 3M | -35.1% | -3.8% | -31.4% | -35.0% |
| 6M | +8.1% | +8.2% | 0.0% | +3.1% |
| YTD | +67.8% | +23.6% | +44.2% | +51.8% |
| 1Y | +267.3% | +33.4% | +233.9% | +221.4% |
| 3Y | +191.2% | +45.3% | +145.9% | +139.9% |
| 5Y | +48.1% | +44.3% | +3.8% | +16.9% |
| All | +48.1% | +44.7% | +3.4% | +16.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling