+988.4%
VICR vs IBN
+1,491.4%
-503.0%
-92.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -2.5% | +5.1% | +3.4% |
| 7D | +9.8% | -2.2% | +12.0% | +10.7% |
| 30D | -12.6% | -2.3% | -10.3% | -12.0% |
| 3M | -29.7% | +15.9% | -45.6% | -33.4% |
| 6M | +18.8% | +5.6% | +13.2% | +16.8% |
| YTD | +76.4% | -0.1% | +76.5% | +76.9% |
| 1Y | +282.4% | -6.5% | +288.9% | +291.7% |
| 3Y | +206.2% | +29.3% | +176.9% | +179.1% |
| 5Y | +53.9% | +56.6% | -2.7% | +32.6% |
| 10Y | +1,572.3% | +314.4% | +1,258.0% | +867.3% |
| All | +988.4% | +1,491.4% | -503.0% | +262.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling