+255.5%
VICR vs SUI
-8.4%
+263.8%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.0% | -2.2% | -3.8% |
| 7D | -0.4% | -4.1% | +3.7% | -3.1% |
| 30D | -15.6% | -3.2% | -12.4% | -17.2% |
| 3M | -35.4% | -8.4% | -27.0% | -37.0% |
| 6M | +1.3% | -14.4% | +15.6% | -1.0% |
| YTD | +62.5% | -5.5% | +68.0% | +60.2% |
| 1Y | +255.5% | -7.3% | +262.8% | +250.2% |
| All | +255.5% | -8.4% | +263.8% | +250.2% |
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 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