+8,839.7%
VICR vs RVTY
+2,224.8%
+6,614.9%
-92.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -19.4% |
| 3M | -38.4% | +27.2% | -65.7% | -46.2% |
| 6M | -7.2% | +32.4% | -39.6% | -20.8% |
| YTD | +72.0% | +34.9% | +37.2% | +44.2% |
| 1Y | +263.3% | +52.4% | +210.9% | +185.6% |
| 3Y | +173.3% | +12.3% | +161.0% | +145.0% |
| 5Y | +47.3% | -30.8% | +78.1% | +68.1% |
| 10Y | +1,495.2% | +150.7% | +1,344.5% | +887.9% |
| All | +8,839.7% | +2,224.8% | +6,614.9% | +2,123.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling