+277.1%
VICR vs SUI
+15.1%
+262.0%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | -1.5% | +10.2% | +8.6% |
| 7D | -23.1% | +6.2% | -29.4% | -22.8% |
| 30D | -48.1% | +8.6% | -56.6% | -48.1% |
| 3M | -32.8% | +1.0% | -33.8% | -32.5% |
| 6M | -47.6% | -2.6% | -45.0% | -47.3% |
| YTD | +34.0% | -0.1% | +34.1% | +33.6% |
| 1Y | +65.0% | +0.5% | +64.5% | +64.0% |
| 3Y | +277.1% | +15.3% | +261.8% | +212.3% |
| All | +277.1% | +15.1% | +262.0% | +212.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling