+1,466.1%
VICR vs SUI
+4,072.7%
-2,606.6%
-92.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.9% | -0.2% | -0.6% |
| 7D | -9.7% | +3.4% | -13.1% | -12.2% |
| 30D | -39.2% | +4.6% | -43.8% | -42.4% |
| 3M | -22.6% | +1.6% | -24.2% | -25.7% |
| 6M | -37.0% | -3.5% | -33.5% | -38.9% |
| YTD | +47.5% | -1.0% | +48.5% | +40.0% |
| 1Y | +75.0% | -1.7% | +76.7% | +66.8% |
| 3Y | +343.0% | +18.4% | +324.6% | +256.8% |
| 5Y | +3.9% | -26.3% | +30.2% | +15.3% |
| 10Y | +1,034.6% | +123.3% | +911.3% | +451.6% |
| All | +1,466.1% | +4,072.7% | -2,606.6% | +98.7% |
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