+2,017.3%
VICR vs VEU
+188.7%
+1,828.6%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.8% | -4.1% | -3.8% |
| 7D | +1.3% | +0.3% | +1.0% | +0.8% |
| 30D | -11.9% | +0.7% | -12.6% | -12.6% |
| 3M | -35.1% | +4.7% | -39.8% | -38.2% |
| 6M | +8.1% | +11.6% | -3.5% | -2.5% |
| YTD | +67.8% | +16.8% | +51.0% | +43.5% |
| 1Y | +267.3% | +24.9% | +242.4% | +188.6% |
| 3Y | +191.2% | +75.7% | +115.5% | +50.5% |
| 5Y | +48.1% | +56.1% | -8.0% | -5.9% |
| 10Y | +1,546.1% | +153.6% | +1,392.5% | +493.1% |
| All | +2,017.3% | +188.7% | +1,828.6% | +541.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling