+1,608.3%
VICR vs RACE
+658.2%
+950.1%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | 0.0% | +4.0% | +4.0% |
| 7D | +5.7% | -3.9% | +9.5% | +8.1% |
| 30D | -35.2% | +6.8% | -42.0% | -37.8% |
| 3M | -20.3% | +1.3% | -21.6% | -21.7% |
| 6M | -46.3% | +26.3% | -72.6% | -54.3% |
| YTD | +53.4% | +13.8% | +39.6% | +37.3% |
| 1Y | +81.6% | -0.5% | +82.0% | +75.6% |
| 3Y | +360.5% | +25.6% | +334.9% | +259.1% |
| 5Y | +4.4% | +67.6% | -63.2% | -32.7% |
| 10Y | +1,055.3% | +724.7% | +330.7% | +267.7% |
| All | +1,608.3% | +658.2% | +950.1% | +421.7% |
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