+56.4%
VICR vs VOO
+82.8%
-26.4%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.2% | +0.8% | +10.3% | +9.5% |
| 7D | +5.0% | -0.8% | +5.7% | +6.8% |
| 30D | -12.5% | -1.1% | -11.4% | -10.4% |
| 3M | -33.6% | +3.9% | -37.5% | -37.6% |
| 6M | +10.7% | +13.6% | -3.0% | -9.4% |
| YTD | +80.6% | +12.7% | +67.9% | +51.2% |
| 1Y | +288.4% | +17.6% | +270.8% | +203.1% |
| 3Y | +213.8% | +77.3% | +136.5% | +24.2% |
| All | +56.4% | +82.8% | -26.4% | -37.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling