+42.9%
VICR vs RVTY
-34.5%
+77.4%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -2.3% | -0.8% | -1.8% |
| 7D | -0.4% | -7.4% | +7.0% | +4.3% |
| 30D | -15.6% | +4.5% | -20.1% | -18.1% |
| 3M | -35.4% | +19.5% | -54.8% | -43.2% |
| 6M | +1.3% | +34.1% | -32.8% | -18.3% |
| YTD | +62.5% | +25.3% | +37.2% | +35.4% |
| 1Y | +255.5% | +47.0% | +208.5% | +164.8% |
| 3Y | +182.0% | +14.1% | +167.9% | +138.2% |
| 5Y | +42.9% | -34.6% | +77.5% | +74.8% |
| All | +42.9% | -34.5% | +77.4% | +74.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling