+263.3%
VICR vs FGI
+81.8%
+181.5%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +7.5% | -2.1% | +5.3% |
| 7D | +0.4% | +0.5% | -0.1% | +0.4% |
| 30D | -13.9% | +65.4% | -79.3% | -16.3% |
| 3M | -38.4% | +23.5% | -61.9% | -39.6% |
| 6M | -7.2% | +60.5% | -67.7% | -10.5% |
| YTD | +72.0% | +30.0% | +42.0% | +66.2% |
| 1Y | +263.3% | +82.1% | +181.2% | +249.0% |
| All | +263.3% | +81.8% | +181.5% | +249.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI 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 1y: compounded portfolio wealth divided by compounded FGI 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…
1y analysis · Full analysis span regression · 6 months rolling