+335.3%
VICR vs CAI
-9.9%
+345.1%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.2% | +1.2% | +9.9% | +11.0% |
| 7D | +5.0% | -2.9% | +7.9% | +5.4% |
| 30D | -12.5% | +9.3% | -21.8% | -13.6% |
| 3M | -33.6% | +35.2% | -68.8% | -37.3% |
| 6M | +10.7% | +30.7% | -20.1% | +4.6% |
| YTD | +80.6% | -9.8% | +90.4% | +81.1% |
| 1Y | +288.4% | -28.9% | +317.2% | +299.4% |
| All | +335.3% | -9.9% | +345.1% | +329.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling