+55.7%
VICR vs SUI
-32.6%
+88.3%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -1.5% | +4.0% | +3.3% |
| 7D | +9.8% | -3.1% | +13.0% | +11.5% |
| 30D | -12.6% | -2.3% | -10.3% | -11.8% |
| 3M | -29.7% | -2.8% | -26.9% | -30.1% |
| 6M | +18.8% | -12.4% | +31.2% | +25.4% |
| YTD | +76.4% | -3.3% | +79.7% | +74.5% |
| 1Y | +282.4% | -5.8% | +288.2% | +282.6% |
| 3Y | +206.2% | +12.5% | +193.7% | +154.6% |
| All | +55.7% | -32.6% | +88.3% | +85.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling