+8,839.7%
VICR vs COO
+4,377.0%
+4,462.7%
-92.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -1.5% | +7.0% | +5.7% |
| 7D | +0.4% | -2.2% | +2.6% | +0.8% |
| 30D | -13.9% | -7.0% | -6.9% | -13.1% |
| 3M | -38.4% | +12.2% | -50.6% | -39.9% |
| 6M | -7.2% | -15.1% | +7.9% | -5.6% |
| YTD | +72.0% | -15.1% | +87.1% | +75.0% |
| 1Y | +263.3% | +2.3% | +261.0% | +259.1% |
| 3Y | +173.3% | -23.7% | +196.9% | +181.1% |
| 5Y | +47.3% | -38.9% | +86.2% | +56.9% |
| 10Y | +1,495.2% | +49.9% | +1,445.2% | +1,424.2% |
| All | +8,839.7% | +4,377.0% | +4,462.7% | +6,801.9% |
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