+213.8%
VICR vs VEU
+73.8%
+140.0%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.2% | +1.0% | +10.1% | +8.7% |
| 7D | +5.0% | -1.4% | +6.4% | +8.8% |
| 30D | -12.5% | -0.4% | -12.1% | -11.3% |
| 3M | -33.6% | +2.5% | -36.1% | -36.0% |
| 6M | +10.7% | +11.1% | -0.5% | -6.9% |
| YTD | +80.6% | +16.5% | +64.1% | +39.5% |
| 1Y | +288.4% | +22.9% | +265.4% | +171.9% |
| 3Y | +213.8% | +73.4% | +140.4% | +12.2% |
| All | +213.8% | +73.8% | +140.0% | +12.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 3y: compounded portfolio wealth divided by compounded VEU 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…
3y analysis · Full analysis span regression · 6 months rolling