+80.0%
VICR vs FGI
+38.7%
+41.3%
-58.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.1% | -5.0% | -6.1% | -11.0% |
| 7D | -26.6% | +3.3% | -29.9% | -26.6% |
| 30D | -47.9% | -2.0% | -45.9% | -47.9% |
| 3M | -29.8% | +60.3% | -90.0% | -32.3% |
| 6M | -36.6% | +0.7% | -37.4% | -37.6% |
| YTD | +45.1% | +30.2% | +15.0% | +36.6% |
| 1Y | +80.0% | +44.4% | +35.7% | +68.8% |
| All | +80.0% | +38.7% | +41.3% | +68.8% |
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