+1,004.3%
VICR vs MDY
+2,615.3%
-1,611.0%
-92.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -1.1% | -3.8% | -3.4% |
| 7D | +1.3% | -0.8% | +2.0% | +2.4% |
| 30D | -11.9% | -3.9% | -8.1% | -6.4% |
| 3M | -35.1% | 0.0% | -35.1% | -34.2% |
| 6M | +8.1% | +8.5% | -0.4% | +0.6% |
| YTD | +67.8% | +13.2% | +54.5% | +48.7% |
| 1Y | +267.3% | +15.0% | +252.3% | +218.9% |
| 3Y | +191.2% | +49.6% | +141.6% | +84.5% |
| 5Y | +48.1% | +46.0% | +2.1% | +2.0% |
| 10Y | +1,546.1% | +176.4% | +1,369.7% | +381.1% |
| All | +1,004.3% | +2,615.3% | -1,611.0% | -71.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling