+1,561.7%
VICR vs RACE
+663.9%
+897.8%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.3% | +0.7% | +10.7% | +11.0% |
| 7D | -6.5% | +3.9% | -10.5% | -8.7% |
| 30D | -38.5% | +7.4% | -46.0% | -41.2% |
| 3M | -26.1% | +1.6% | -27.7% | -27.4% |
| 6M | -36.2% | +23.3% | -59.6% | -45.2% |
| YTD | +49.2% | +14.7% | +34.5% | +33.0% |
| 1Y | +87.0% | +2.5% | +84.5% | +77.7% |
| 3Y | +350.4% | +28.0% | +322.5% | +247.2% |
| 5Y | +3.7% | +69.8% | -66.1% | -33.7% |
| 10Y | +1,084.9% | +734.9% | +350.0% | +274.9% |
| All | +1,561.7% | +663.9% | +897.8% | +405.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling