+335.4%
VICR vs FGI
-16.0%
+351.4%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -25.2% | +21.8% | -2.7% |
| 7D | +8.3% | -14.4% | +22.7% | +8.7% |
| 30D | -35.2% | -11.8% | -23.4% | -35.0% |
| 3M | -29.8% | -46.2% | +16.4% | -28.9% |
| 6M | -48.6% | +5.2% | -53.7% | -49.6% |
| YTD | +45.1% | +10.5% | +34.6% | +40.1% |
| 1Y | +79.6% | +25.5% | +54.1% | +72.4% |
| 3Y | +335.4% | -16.0% | +351.4% | +323.1% |
| All | +335.4% | -16.0% | +351.4% | +323.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling