+1,537.8%
VICR vs EXR
+3,081.1%
-1,543.2%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.2% | -3.6% | -3.5% |
| 7D | +8.3% | -0.4% | +8.7% | +8.6% |
| 30D | -35.2% | +18.2% | -53.4% | -42.1% |
| 3M | -29.8% | +7.3% | -37.2% | -33.7% |
| 6M | -48.6% | +13.8% | -62.4% | -53.9% |
| YTD | +45.1% | +25.9% | +19.2% | +22.7% |
| 1Y | +79.6% | +25.8% | +53.8% | +51.7% |
| 3Y | +335.4% | +53.7% | +281.7% | +209.9% |
| 5Y | -1.0% | -1.8% | +0.7% | -9.3% |
| 10Y | +993.1% | +214.5% | +778.6% | +318.0% |
| All | +1,537.8% | +3,081.1% | -1,543.2% | +27.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EXR.
Daily Out/Under-Performance
Portfolio return minus EXR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXR 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 EXR 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