+263.3%
VICR vs SUI
-2.0%
+265.3%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.3% | +5.8% | +5.3% |
| 7D | +0.4% | -2.8% | +3.3% | -1.5% |
| 30D | -13.9% | -1.2% | -12.8% | -14.5% |
| 3M | -38.4% | -1.7% | -36.7% | -38.4% |
| 6M | -7.2% | -10.5% | +3.3% | -7.0% |
| YTD | +72.0% | -1.8% | +73.9% | +73.9% |
| 1Y | +263.3% | -4.1% | +267.4% | +265.6% |
| All | +263.3% | -2.0% | +265.3% | +265.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 1y: compounded portfolio wealth divided by compounded SUI 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…
1y analysis · Full analysis span regression · 6 months rolling