+1,546.1%
VICR vs RACE
+783.2%
+762.9%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.9% | -4.0% | -4.4% |
| 7D | +1.3% | -2.6% | +3.9% | +2.8% |
| 30D | -11.9% | -1.1% | -10.9% | -11.7% |
| 3M | -35.1% | +12.5% | -47.7% | -40.7% |
| 6M | +8.1% | +17.4% | -9.3% | -4.9% |
| YTD | +67.8% | +10.1% | +57.6% | +52.8% |
| 1Y | +267.3% | -15.1% | +282.4% | +286.4% |
| 3Y | +191.2% | +38.9% | +152.3% | +103.0% |
| 5Y | +48.1% | +90.7% | -42.6% | -17.4% |
| 10Y | +1,546.1% | +801.8% | +744.3% | +247.2% |
| All | +1,546.1% | +783.2% | +762.9% | +247.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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