+1,546.1%
VICR vs SUI
+104.7%
+1,441.4%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -1.4% | -3.5% | -4.2% |
| 7D | +1.3% | -4.3% | +5.5% | +3.6% |
| 30D | -11.9% | -2.1% | -9.8% | -11.2% |
| 3M | -35.1% | -6.1% | -29.0% | -34.2% |
| 6M | +8.1% | -12.8% | +20.9% | +14.0% |
| YTD | +67.8% | -4.6% | +72.4% | +67.5% |
| 1Y | +267.3% | -7.7% | +275.0% | +272.0% |
| 3Y | +191.2% | +10.9% | +180.3% | +154.6% |
| 5Y | +48.1% | -32.4% | +80.5% | +73.2% |
| 10Y | +1,546.1% | +105.7% | +1,440.4% | +1,187.9% |
| All | +1,546.1% | +104.7% | +1,441.4% | +1,187.9% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling