+9,065.9%
VICR vs RRC
+1,198.8%
+7,867.1%
-92.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.3% | +2.8% | +2.6% |
| 7D | +9.8% | -1.2% | +11.0% | +10.0% |
| 30D | -12.6% | +9.4% | -22.0% | -13.9% |
| 3M | -29.7% | +7.4% | -37.1% | -30.9% |
| 6M | +18.8% | +1.5% | +17.4% | +17.6% |
| YTD | +76.4% | +19.4% | +57.0% | +69.9% |
| 1Y | +282.4% | +24.2% | +258.1% | +265.0% |
| 3Y | +206.2% | +32.8% | +173.4% | +188.4% |
| 5Y | +53.9% | +152.9% | -99.0% | +27.8% |
| 10Y | +1,572.3% | +3.9% | +1,568.5% | +1,265.5% |
| All | +9,065.9% | +1,198.8% | +7,867.1% | +6,208.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling