+1,322.8%
VICR vs SUI
+4,109.4%
-2,786.7%
-92.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | -1.5% | +10.2% | +9.6% |
| 7D | -23.1% | +6.2% | -29.4% | -26.7% |
| 30D | -48.1% | +8.6% | -56.6% | -51.9% |
| 3M | -32.8% | +1.0% | -33.8% | -35.2% |
| 6M | -47.6% | -2.6% | -45.0% | -49.5% |
| YTD | +34.0% | -0.1% | +34.1% | +26.5% |
| 1Y | +65.0% | +0.5% | +64.5% | +54.9% |
| 3Y | +277.1% | +15.3% | +261.8% | +209.6% |
| 5Y | -5.3% | -26.1% | +20.9% | +5.0% |
| 10Y | +1,075.0% | +117.8% | +957.2% | +479.8% |
| All | +1,322.8% | +4,109.4% | -2,786.7% | +79.5% |
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