+1,084.8%
VICR vs RACE
+717.8%
+367.0%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.5% | +0.4% | -0.6% |
| 7D | +21.9% | -4.0% | +25.9% | +24.8% |
| 30D | -38.4% | +3.5% | -41.9% | -39.9% |
| 3M | -27.2% | -0.4% | -26.7% | -27.8% |
| 6M | -43.7% | +23.2% | -66.9% | -52.1% |
| YTD | +50.3% | +11.0% | +39.3% | +35.2% |
| 1Y | +74.6% | -2.2% | +76.8% | +70.1% |
| 3Y | +351.2% | +22.5% | +328.7% | +244.7% |
| 5Y | +2.5% | +63.2% | -60.7% | -37.1% |
| All | +1,084.8% | +717.8% | +367.0% | +165.2% |
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