+549.8%
VICR vs CLBK
+66.9%
+482.9%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.6% | +3.1% | +2.9% |
| 7D | +9.8% | +1.1% | +8.7% | +9.1% |
| 30D | -12.6% | +7.8% | -20.4% | -16.3% |
| 3M | -29.7% | +23.9% | -53.6% | -38.6% |
| 6M | +18.8% | +42.3% | -23.5% | -4.7% |
| YTD | +76.4% | +65.4% | +11.0% | +28.5% |
| 1Y | +282.4% | +70.3% | +212.0% | +172.8% |
| 3Y | +206.2% | +54.5% | +151.7% | +129.0% |
| 5Y | +53.9% | +43.1% | +10.8% | +8.4% |
| All | +549.8% | +66.9% | +482.9% | +437.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling