+335.4%
VICR vs RVTY
+85.4%
+250.0%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.7% | -1.7% | -2.5% |
| 7D | +8.3% | -0.5% | +8.7% | +8.7% |
| 30D | -35.2% | +1.5% | -36.7% | -34.9% |
| 3M | -29.8% | +31.5% | -61.3% | -38.7% |
| 6M | -48.6% | +62.7% | -111.2% | -60.7% |
| YTD | +45.1% | +60.0% | -14.9% | +9.6% |
| 1Y | +79.6% | +65.7% | +13.8% | +32.2% |
| 3Y | +335.4% | +85.2% | +250.2% | +167.0% |
| All | +335.4% | +85.4% | +250.0% | +167.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling