+8.1%
VICR vs SUNB
-0.8%
+8.9%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SUNB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +5.9% | -10.8% | -8.8% |
| 7D | +1.3% | +9.4% | -8.1% | -5.0% |
| 30D | -11.9% | -6.9% | -5.0% | -8.0% |
| 3M | -35.1% | -11.3% | -23.8% | -30.6% |
| 6M | +8.1% | -1.8% | +9.9% | +10.3% |
| All | +8.1% | -0.8% | +8.9% | +10.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SUNB.
Daily Out/Under-Performance
Portfolio return minus SUNB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUNB 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 6mo: compounded portfolio wealth divided by compounded SUNB 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…
6mo analysis · Full analysis span regression · 6 months rolling