+191.5%
VICR vs RVTY
+16.6%
+174.9%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -2.5% | -2.3% | -3.6% |
| 7D | +1.3% | -5.4% | +6.7% | +4.1% |
| 30D | -11.9% | +6.7% | -18.7% | -15.0% |
| 3M | -35.1% | +19.0% | -54.2% | -41.6% |
| 6M | +8.1% | +34.6% | -26.5% | -10.1% |
| YTD | +67.8% | +28.3% | +39.5% | +41.8% |
| 1Y | +267.3% | +46.0% | +221.3% | +186.7% |
| All | +191.5% | +16.6% | +174.9% | +149.7% |
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