+263.3%
VICR vs RVTY
+57.1%
+206.2%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.3% | +5.8% | +5.6% |
| 7D | +0.4% | +1.1% | -0.7% | +0.1% |
| 30D | -13.9% | +13.2% | -27.2% | -17.4% |
| 3M | -38.4% | +27.2% | -65.7% | -44.0% |
| 6M | -7.2% | +32.4% | -39.6% | -19.2% |
| YTD | +72.0% | +34.9% | +37.2% | +44.2% |
| 1Y | +263.3% | +52.4% | +210.9% | +184.5% |
| All | +263.3% | +57.1% | +206.2% | +184.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 1y: compounded portfolio wealth divided by compounded RVTY 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…
1y analysis · Full analysis span regression · 6 months rolling