+2,566.3%
VICR vs BUD
+201.1%
+2,365.2%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +0.2% | +5.3% | +5.4% |
| 7D | +0.4% | +0.3% | +0.2% | +0.3% |
| 30D | -13.9% | -5.7% | -8.3% | -11.8% |
| 3M | -38.4% | +3.1% | -41.5% | -40.4% |
| 6M | -7.2% | +7.9% | -15.1% | -11.9% |
| YTD | +72.0% | +27.3% | +44.7% | +49.8% |
| 1Y | +263.3% | +37.8% | +225.5% | +202.5% |
| 3Y | +173.3% | +49.8% | +123.4% | +111.4% |
| 5Y | +47.3% | +43.8% | +3.5% | +13.3% |
| 10Y | +1,495.2% | -22.6% | +1,517.8% | +1,523.5% |
| All | +2,566.3% | +201.1% | +2,365.2% | +922.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling