+1,601.7%
VICR vs VOO
+325.3%
+1,276.4%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.2% | +0.8% | +10.3% | +9.7% |
| 7D | +5.0% | -0.8% | +5.7% | +6.5% |
| 30D | -12.5% | -1.1% | -11.4% | -10.7% |
| 3M | -33.6% | +3.9% | -37.5% | -37.1% |
| 6M | +10.7% | +13.6% | -3.0% | -6.9% |
| YTD | +80.6% | +12.7% | +67.9% | +55.1% |
| 1Y | +288.4% | +17.6% | +270.8% | +213.2% |
| 3Y | +213.8% | +77.3% | +136.5% | +37.7% |
| 5Y | +58.8% | +84.1% | -25.3% | -30.9% |
| All | +1,601.7% | +325.3% | +1,276.4% | +83.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 10y: compounded portfolio wealth divided by compounded VOO 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…
10y analysis · Full analysis span regression · 6 months rolling