+1,546.1%
VICR vs EPAM
+63.0%
+1,483.1%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EPAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.5% | -4.3% | -4.7% |
| 7D | +1.3% | -2.2% | +3.4% | +1.9% |
| 30D | -11.9% | +17.8% | -29.7% | -17.4% |
| 3M | -35.1% | +19.9% | -55.0% | -41.7% |
| 6M | +8.1% | -21.6% | +29.7% | +12.8% |
| YTD | +67.8% | -44.0% | +111.8% | +96.2% |
| 1Y | +267.3% | -30.5% | +297.8% | +290.5% |
| 3Y | +191.2% | -56.8% | +248.0% | +258.8% |
| 5Y | +48.1% | -81.7% | +129.8% | +141.1% |
| 10Y | +1,546.1% | +68.4% | +1,477.7% | +579.4% |
| All | +1,546.1% | +63.0% | +1,483.1% | +579.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EPAM.
Daily Out/Under-Performance
Portfolio return minus EPAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EPAM 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 10y: compounded portfolio wealth divided by compounded EPAM 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…
10y analysis · Full analysis span regression · 6 months rolling