+1,005.6%
VICR vs PFG
+985.4%
+20.2%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.5% | -3.9% | -3.7% |
| 7D | +8.3% | +2.4% | +5.9% | +7.1% |
| 30D | -35.2% | +5.9% | -41.0% | -37.1% |
| 3M | -29.8% | -0.4% | -29.4% | -30.2% |
| 6M | -48.6% | +14.8% | -63.4% | -52.8% |
| YTD | +45.1% | +31.9% | +13.2% | +25.1% |
| 1Y | +79.6% | +38.8% | +40.7% | +50.8% |
| 3Y | +335.4% | +82.4% | +253.0% | +218.7% |
| 5Y | -1.0% | +94.7% | -95.7% | -29.6% |
| 10Y | +993.1% | +187.0% | +806.1% | +494.3% |
| All | +1,005.6% | +985.4% | +20.2% | +192.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PFG.
Daily Out/Under-Performance
Portfolio return minus PFG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFG 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 PFG 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