+17.9%
A vs VICR
+52.1%
-34.2%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -15.1% | +12.0% | -2.3% |
| 7D | -5.2% | -34.6% | +29.4% | -3.3% |
| 30D | +1.4% | -54.9% | +56.3% | +4.6% |
| 3M | +21.9% | -38.3% | +60.2% | +23.5% |
| 6M | +46.7% | -49.2% | +95.9% | +47.6% |
| YTD | +27.2% | +23.3% | +3.9% | +12.5% |
| 1Y | +17.9% | +42.4% | -24.5% | +2.6% |
| All | +17.9% | +52.1% | -34.2% | +2.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling