+267.3%
VICR vs FIVE
+64.7%
+202.6%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -2.7% | -2.2% | -4.0% |
| 7D | +1.3% | +1.7% | -0.4% | +0.8% |
| 30D | -11.9% | +5.0% | -16.9% | -13.8% |
| 3M | -35.1% | +29.5% | -64.6% | -41.4% |
| 6M | +8.1% | +12.4% | -4.3% | +3.2% |
| YTD | +67.8% | +31.2% | +36.6% | +48.2% |
| 1Y | +267.3% | +72.9% | +194.4% | +181.5% |
| All | +267.3% | +64.7% | +202.6% | +181.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVE.
Daily Out/Under-Performance
Portfolio return minus FIVE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVE 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 FIVE 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