+81.6%
VICR vs FGI
+50.2%
+31.4%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +5.9% | -1.9% | +3.8% |
| 7D | +5.7% | +6.9% | -1.2% | +5.4% |
| 30D | -35.2% | +3.9% | -39.1% | -35.3% |
| 3M | -20.3% | +74.3% | -94.6% | -23.5% |
| 6M | -46.3% | +28.9% | -75.2% | -47.8% |
| YTD | +53.4% | +39.1% | +14.3% | +43.8% |
| 1Y | +81.6% | +49.3% | +32.2% | +69.1% |
| All | +81.6% | +50.2% | +31.4% | +69.1% |
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