-69.2%
AAOX vs VICR
+18.5%
-87.7%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +11.2% | -7.8% | -12.0% |
| 7D | -1.4% | +5.0% | -6.3% | -8.6% |
| 30D | -49.0% | -12.5% | -36.5% | -35.9% |
| 3M | -77.3% | -33.6% | -43.7% | -53.1% |
| All | -69.2% | +18.5% | -87.7% | -60.7% |
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 5y: 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…
5y analysis · Full analysis span regression · Available span rolling