+182.3%
VICR vs CLBK
+52.3%
+130.0%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +0.5% | -3.7% | -3.5% |
| 7D | -0.4% | -1.4% | +1.0% | +0.5% |
| 30D | -15.6% | +4.5% | -20.1% | -17.8% |
| 3M | -35.4% | +22.8% | -58.2% | -43.9% |
| 6M | +1.3% | +43.4% | -42.2% | -21.1% |
| YTD | +62.5% | +64.1% | -1.7% | +14.6% |
| 1Y | +255.5% | +67.6% | +187.9% | +145.7% |
| All | +182.3% | +52.3% | +130.0% | +99.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CLBK.
Daily Out/Under-Performance
Portfolio return minus CLBK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CLBK 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 3y: compounded portfolio wealth divided by compounded CLBK 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…
3y analysis · Full analysis span regression · 6 months rolling