+42.9%
VICR vs RRC
+150.0%
-107.0%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +0.3% | -3.5% | -3.2% |
| 7D | -0.4% | -1.2% | +0.8% | -0.2% |
| 30D | -15.6% | +3.0% | -18.5% | -16.2% |
| 3M | -35.4% | +7.3% | -42.7% | -36.9% |
| 6M | +1.3% | +3.6% | -2.3% | -0.7% |
| YTD | +62.5% | +19.4% | +43.1% | +52.6% |
| 1Y | +255.5% | +21.4% | +234.0% | +230.4% |
| 3Y | +182.0% | +32.8% | +149.2% | +153.9% |
| 5Y | +42.9% | +152.0% | -109.1% | +11.3% |
| All | +42.9% | +150.0% | -107.0% | +11.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 RRC 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