+1,034.6%
VICR vs RACE
+740.2%
+294.4%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.8% | -0.4% | -0.7% |
| 7D | -9.7% | +0.2% | -9.9% | -10.0% |
| 30D | -39.2% | +6.6% | -45.9% | -41.8% |
| 3M | -22.6% | +2.2% | -24.8% | -24.4% |
| 6M | -37.0% | +22.4% | -59.3% | -46.3% |
| YTD | +47.5% | +13.8% | +33.7% | +30.8% |
| 1Y | +75.0% | +2.2% | +72.8% | +65.8% |
| 3Y | +343.0% | +25.6% | +317.3% | +233.3% |
| 5Y | +3.9% | +71.0% | -67.1% | -38.1% |
| 10Y | +1,034.6% | +739.1% | +295.5% | +137.0% |
| All | +1,034.6% | +740.2% | +294.4% | +137.0% |
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