+42.9%
VICR vs DAR
-6.7%
+49.7%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.7% | -1.5% | -2.4% |
| 7D | -0.4% | +0.9% | -1.3% | -0.8% |
| 30D | -15.6% | +6.4% | -22.0% | -18.1% |
| 3M | -35.4% | +13.2% | -48.6% | -39.5% |
| 6M | +1.3% | +26.2% | -24.9% | -10.1% |
| YTD | +62.5% | +84.4% | -21.9% | +21.3% |
| 1Y | +255.5% | +112.0% | +143.4% | +146.5% |
| 3Y | +182.0% | +13.4% | +168.6% | +154.1% |
| 5Y | +42.9% | -6.0% | +48.9% | +38.7% |
| All | +42.9% | -6.7% | +49.7% | +38.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling