+206.2%
VICR vs RACE
+39.3%
+166.9%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -1.0% | +3.5% | +2.8% |
| 7D | +9.8% | -1.0% | +10.9% | +10.1% |
| 30D | -12.6% | -1.5% | -11.1% | -12.4% |
| 3M | -29.7% | +15.5% | -45.2% | -32.8% |
| 6M | +18.8% | +17.3% | +1.5% | +12.1% |
| YTD | +76.4% | +11.1% | +65.3% | +69.4% |
| 1Y | +282.4% | -14.3% | +296.6% | +296.9% |
| 3Y | +206.2% | +40.2% | +166.0% | +143.1% |
| All | +206.2% | +39.3% | +166.9% | +143.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling