+1,818.9%
VICR vs XPO
+9,839.2%
-8,020.3%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -3.1% | -1.8% | -4.2% |
| 7D | +1.3% | -0.9% | +2.2% | +1.5% |
| 30D | -11.9% | -8.1% | -3.8% | -10.0% |
| 3M | -35.1% | -19.0% | -16.1% | -31.9% |
| 6M | +8.1% | -5.2% | +13.3% | +10.1% |
| YTD | +67.8% | +35.6% | +32.2% | +58.0% |
| 1Y | +267.3% | +41.1% | +226.2% | +240.9% |
| 3Y | +191.2% | +157.9% | +33.3% | +132.1% |
| 5Y | +48.1% | +265.6% | -217.6% | +8.6% |
| 10Y | +1,546.1% | +1,516.8% | +29.3% | +849.1% |
| All | +1,818.9% | +9,839.2% | -8,020.3% | +818.8% |
Cumulative growth
Daily Returns
Daily percentage return beside XPO.
Daily Out/Under-Performance
Portfolio return minus XPO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XPO 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 XPO 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