+7.7%
AAL vs VICR
+76.0%
-68.2%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -11.1% | +17.5% | +7.6% |
| 7D | +8.3% | -26.6% | +34.9% | +12.2% |
| 30D | +6.2% | -47.9% | +54.2% | +14.4% |
| 3M | -17.7% | -29.8% | +12.1% | -15.8% |
| 6M | +15.4% | -36.6% | +52.0% | +15.5% |
| YTD | -11.1% | +45.1% | -56.2% | -27.7% |
| 1Y | +7.7% | +80.0% | -72.3% | -18.5% |
| All | +7.7% | +76.0% | -68.2% | -18.5% |
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