+42.9%
VICR vs IBN
+52.7%
-9.8%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.6% | -2.6% | -2.7% |
| 7D | -0.4% | -5.5% | +5.1% | +3.7% |
| 30D | -15.6% | -3.4% | -12.2% | -13.5% |
| 3M | -35.4% | +8.7% | -44.0% | -39.8% |
| 6M | +1.3% | +3.7% | -2.4% | -1.9% |
| YTD | +62.5% | -2.4% | +64.8% | +64.3% |
| 1Y | +255.5% | -8.1% | +263.5% | +272.8% |
| 3Y | +182.0% | +26.3% | +155.7% | +123.5% |
| 5Y | +42.9% | +54.9% | -12.0% | -4.2% |
| All | +42.9% | +52.7% | -9.8% | -4.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 5y: compounded portfolio wealth divided by compounded IBN 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…
5y analysis · Full analysis span regression · 6 months rolling