+213.8%
VICR vs MDY
+48.5%
+165.3%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.2% | +0.8% | +10.3% | +9.6% |
| 7D | +5.0% | -1.9% | +6.8% | +9.1% |
| 30D | -12.5% | -4.6% | -7.8% | -3.3% |
| 3M | -33.6% | -1.2% | -32.4% | -30.8% |
| 6M | +10.7% | +9.2% | +1.5% | -0.6% |
| YTD | +80.6% | +13.1% | +67.5% | +55.1% |
| 1Y | +288.4% | +13.0% | +275.4% | +234.2% |
| 3Y | +213.8% | +49.2% | +164.6% | +69.9% |
| All | +213.8% | +48.5% | +165.3% | +69.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling