+1,347.1%
VICR vs SSNC
+1,037.0%
+310.1%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -3.8% | +6.4% | +5.0% |
| 7D | +9.8% | -1.8% | +11.6% | +10.9% |
| 30D | -12.6% | +1.9% | -14.5% | -14.2% |
| 3M | -29.7% | +18.4% | -48.1% | -39.5% |
| 6M | +18.8% | +7.0% | +11.9% | +7.7% |
| YTD | +76.4% | -6.9% | +83.3% | +74.6% |
| 1Y | +282.4% | -8.2% | +290.5% | +279.8% |
| 3Y | +206.2% | +50.5% | +155.6% | +116.1% |
| 5Y | +53.9% | +17.4% | +36.5% | +30.5% |
| 10Y | +1,572.3% | +164.9% | +1,407.4% | +726.3% |
| All | +1,347.1% | +1,037.0% | +310.1% | +158.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SSNC.
Daily Out/Under-Performance
Portfolio return minus SSNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SSNC 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 SSNC 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