+7,441.0%
VICR vs COO
+3,930.5%
+3,510.5%
-92.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.7% | -4.2% | -3.5% |
| 7D | +8.3% | +0.5% | +7.8% | +8.2% |
| 30D | -35.2% | +14.2% | -49.3% | -36.7% |
| 3M | -29.8% | -18.2% | -11.6% | -28.2% |
| 6M | -48.6% | +5.3% | -53.9% | -49.7% |
| YTD | +45.1% | -23.6% | +68.7% | +49.2% |
| 1Y | +79.6% | -12.7% | +92.2% | +80.8% |
| 3Y | +335.4% | -24.2% | +359.6% | +346.0% |
| 5Y | -1.0% | -40.0% | +39.0% | +5.3% |
| 10Y | +993.1% | +41.6% | +951.6% | +949.7% |
| All | +7,441.0% | +3,930.5% | +3,510.5% | +5,781.8% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO 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 COO 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