+56.4%
VICR vs CLBK
+43.5%
+12.9%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.2% | -0.1% | +11.2% | +11.2% |
| 7D | +5.0% | -1.5% | +6.4% | +5.7% |
| 30D | -12.5% | -1.0% | -11.4% | -12.0% |
| 3M | -33.6% | +22.9% | -56.5% | -40.3% |
| 6M | +10.7% | +44.2% | -33.5% | -8.4% |
| YTD | +80.6% | +64.0% | +16.6% | +39.6% |
| 1Y | +288.4% | +65.7% | +222.7% | +197.8% |
| 3Y | +213.8% | +54.1% | +159.7% | +148.1% |
| All | +56.4% | +43.5% | +12.9% | +20.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling