+3.7%
VICR vs RACE
+67.1%
-63.4%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.3% | +0.7% | +10.7% | +11.0% |
| 7D | -6.5% | +3.9% | -10.5% | -8.5% |
| 30D | -38.5% | +7.4% | -46.0% | -41.0% |
| 3M | -26.1% | +1.6% | -27.7% | -27.3% |
| 6M | -36.2% | +23.3% | -59.6% | -45.1% |
| YTD | +49.2% | +14.7% | +34.5% | +33.6% |
| 1Y | +87.0% | +2.5% | +84.5% | +79.3% |
| 3Y | +350.4% | +28.0% | +322.5% | +215.6% |
| 5Y | +3.7% | +69.8% | -66.1% | -47.0% |
| All | +3.7% | +67.1% | -63.4% | -47.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling