+80.0%
VICR vs SUI
+1.6%
+78.4%
-58.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.1% | +5.2% | -16.3% | -5.3% |
| 7D | -26.6% | +10.0% | -36.6% | -17.5% |
| 30D | -47.9% | +8.4% | -56.4% | -42.1% |
| 3M | -29.8% | +0.7% | -30.4% | -25.8% |
| 6M | -36.6% | -0.9% | -35.7% | -32.4% |
| YTD | +45.1% | +0.6% | +44.5% | +57.0% |
| 1Y | +80.0% | +0.8% | +79.3% | +93.5% |
| All | +80.0% | +1.6% | +78.4% | +93.5% |
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