+0.5%
AAL vs VICR
+293.8%
-293.3%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +11.2% | -9.9% | -0.2% |
| 7D | -0.9% | +5.0% | -5.9% | -1.6% |
| 30D | -12.9% | -12.5% | -0.4% | -11.7% |
| 3M | -11.2% | -33.6% | +22.4% | -8.0% |
| 6M | +17.8% | +10.7% | +7.2% | +9.6% |
| YTD | -15.1% | +80.6% | -95.7% | -24.6% |
| 1Y | +0.5% | +288.4% | -287.9% | -16.8% |
| All | +0.5% | +293.8% | -293.3% | -16.8% |
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 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