+1,726.4%
VICR vs SUI
+4,037.5%
-2,311.1%
-92.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.3% | +5.8% | +5.7% |
| 7D | +0.4% | -2.8% | +3.3% | +2.3% |
| 30D | -13.9% | -1.2% | -12.8% | -13.5% |
| 3M | -38.4% | -1.7% | -36.7% | -39.2% |
| 6M | -7.2% | -10.5% | +3.3% | -3.0% |
| YTD | +72.0% | -1.8% | +73.9% | +68.7% |
| 1Y | +263.3% | -4.1% | +267.4% | +259.7% |
| 3Y | +173.3% | +11.3% | +162.0% | +135.8% |
| 5Y | +47.3% | -32.1% | +79.4% | +77.0% |
| 10Y | +1,495.2% | +110.4% | +1,384.7% | +724.9% |
| All | +1,726.4% | +4,037.5% | -2,311.1% | +139.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling