+8,617.8%
VICR vs RJF
+40,081.6%
-31,463.8%
-92.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RJF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.6% | -4.3% | -4.6% |
| 7D | +1.3% | -0.3% | +1.5% | +1.3% |
| 30D | -11.9% | -2.0% | -9.9% | -11.1% |
| 3M | -35.1% | +16.3% | -51.5% | -40.9% |
| 6M | +8.1% | +16.9% | -8.8% | -1.9% |
| YTD | +67.8% | +10.4% | +57.3% | +56.7% |
| 1Y | +267.3% | +7.4% | +259.9% | +247.9% |
| 3Y | +191.2% | +72.2% | +119.0% | +114.7% |
| 5Y | +48.1% | +105.1% | -57.0% | -1.0% |
| 10Y | +1,546.1% | +430.9% | +1,115.2% | +559.4% |
| All | +8,617.8% | +40,081.6% | -31,463.8% | +787.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RJF.
Daily Out/Under-Performance
Portfolio return minus RJF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RJF 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 RJF 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