+1,627.8%
VSAT vs VICR
+1,030.9%
+596.9%
-92.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +2.5% | +0.7% | +2.5% |
| 7D | +17.3% | +9.8% | +7.5% | +14.4% |
| 30D | -3.3% | -12.6% | +9.3% | -0.2% |
| 3M | +18.7% | -29.7% | +48.4% | +28.7% |
| 6M | +77.6% | +18.8% | +58.7% | +63.8% |
| YTD | +125.6% | +76.4% | +49.2% | +86.5% |
| 1Y | +158.3% | +282.4% | -124.1% | +71.1% |
| 3Y | +226.1% | +206.2% | +20.0% | +115.0% |
| 5Y | +54.7% | +53.9% | +0.8% | +7.4% |
| 10Y | +3.5% | +1,572.3% | -1,568.8% | -66.1% |
| All | +1,627.8% | +1,030.9% | +596.9% | +288.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VICR.
Daily Out/Under-Performance
Portfolio return minus VICR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VICR 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 VICR 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