+263.3%
VICR vs CAI
-31.3%
+294.6%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -1.0% | +6.5% | +5.6% |
| 7D | +0.4% | -2.2% | +2.6% | +0.7% |
| 30D | -13.9% | +52.4% | -66.3% | -20.4% |
| 3M | -38.4% | +45.1% | -83.5% | -42.6% |
| 6M | -7.2% | +26.2% | -33.4% | -11.1% |
| YTD | +72.0% | -7.1% | +79.1% | +74.3% |
| 1Y | +263.3% | -31.0% | +294.3% | +298.2% |
| All | +263.3% | -31.3% | +294.6% | +298.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CAI.
Daily Out/Under-Performance
Portfolio return minus CAI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAI 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 1y: compounded portfolio wealth divided by compounded CAI 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…
1y analysis · Full analysis span regression · 6 months rolling