+107,664.6%
AAPL vs VICR
+11,731.3%
+95,933.2%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.9% | +4.6% | +0.5% |
| 7D | -3.0% | +1.3% | -4.2% | -3.2% |
| 30D | +2.3% | -11.9% | +14.2% | +3.8% |
| 3M | +8.6% | -35.1% | +43.8% | +13.6% |
| 6M | +21.6% | +8.1% | +13.4% | +13.3% |
| YTD | +16.3% | +67.8% | -51.5% | -0.7% |
| 1Y | +35.1% | +267.3% | -232.2% | -1.1% |
| 3Y | +79.4% | +191.2% | -111.8% | +27.3% |
| 5Y | +109.8% | +48.1% | +61.8% | +54.3% |
| 10Y | +1,237.1% | +1,546.1% | -309.0% | +493.4% |
| All | +107,664.6% | +11,731.3% | +95,933.2% | +23,329.9% |
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