+277.1%
VICR vs FGI
+1.5%
+275.6%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | -0.8% | +9.5% | +8.7% |
| 7D | -23.1% | -7.0% | -16.2% | -23.0% |
| 30D | -48.1% | -4.2% | -43.8% | -48.0% |
| 3M | -32.8% | +55.6% | -88.4% | -34.7% |
| 6M | -47.6% | -3.2% | -44.4% | -48.5% |
| YTD | +34.0% | +29.1% | +4.9% | +28.9% |
| 1Y | +65.0% | +51.0% | +14.0% | +57.8% |
| 3Y | +277.1% | +1.5% | +275.6% | +266.5% |
| All | +277.1% | +1.5% | +275.6% | +266.5% |
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