+120.2%
VICR vs FGI
-69.8%
+190.0%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.9% | +0.6% | +2.5% |
| 7D | +9.8% | +5.2% | +4.7% | +9.6% |
| 30D | -12.6% | +65.2% | -77.8% | -16.2% |
| 3M | -29.7% | +30.2% | -59.9% | -32.1% |
| 6M | +18.8% | +87.8% | -69.0% | +10.7% |
| YTD | +76.4% | +32.5% | +43.9% | +66.4% |
| 1Y | +282.4% | +93.6% | +188.8% | +244.6% |
| 3Y | +206.2% | -2.6% | +208.8% | +178.9% |
| All | +120.2% | -69.8% | +190.0% | +114.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling