+1,630.7%
VICR vs SUI
+107.6%
+1,523.1%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -1.5% | +4.0% | +3.3% |
| 7D | +9.8% | -3.1% | +13.0% | +11.6% |
| 30D | -12.6% | -2.3% | -10.3% | -11.7% |
| 3M | -29.7% | -2.8% | -26.9% | -30.0% |
| 6M | +18.8% | -12.4% | +31.2% | +25.0% |
| YTD | +76.4% | -3.3% | +79.7% | +74.8% |
| 1Y | +282.4% | -5.8% | +288.2% | +283.0% |
| 3Y | +206.2% | +12.5% | +193.7% | +165.7% |
| 5Y | +53.9% | -32.9% | +86.8% | +80.7% |
| All | +1,630.7% | +107.6% | +1,523.1% | +1,244.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling