+1,601.7%
VICR vs MDY
+177.2%
+1,424.5%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.2% | +0.8% | +10.3% | +9.9% |
| 7D | +5.0% | -1.9% | +6.8% | +8.1% |
| 30D | -12.5% | -4.6% | -7.8% | -5.5% |
| 3M | -33.6% | -1.2% | -32.4% | -31.4% |
| 6M | +10.7% | +9.2% | +1.5% | +2.0% |
| YTD | +80.6% | +13.1% | +67.5% | +60.2% |
| 1Y | +288.4% | +13.0% | +275.4% | +245.3% |
| 3Y | +213.8% | +49.2% | +164.6% | +99.5% |
| 5Y | +58.8% | +47.2% | +11.6% | +8.0% |
| All | +1,601.7% | +177.2% | +1,424.5% | +430.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 10y: compounded portfolio wealth divided by compounded MDY 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…
10y analysis · Full analysis span regression · 6 months rolling