+335.4%
VICR vs DAR
+33.7%
+301.7%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +1.1% | -4.6% | -3.9% |
| 7D | +8.3% | +11.6% | -3.3% | +3.8% |
| 30D | -35.2% | -10.2% | -24.9% | -32.3% |
| 3M | -29.8% | -14.8% | -15.0% | -25.7% |
| 6M | -48.6% | -10.1% | -38.5% | -46.9% |
| YTD | +45.1% | +55.5% | -10.4% | +21.8% |
| 1Y | +79.6% | +61.7% | +17.9% | +48.2% |
| 3Y | +335.4% | +37.2% | +298.2% | +271.0% |
| All | +335.4% | +33.7% | +301.7% | +271.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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