-41.5%
ACHR vs VICR
+108.0%
-149.5%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +2.5% | -0.4% | +1.3% |
| 7D | +4.9% | +9.8% | -5.0% | +1.9% |
| 30D | +4.3% | -12.6% | +16.9% | +7.2% |
| 3M | +1.7% | -29.7% | +31.4% | +8.9% |
| 6M | -6.9% | +18.8% | -25.7% | -19.2% |
| YTD | -22.5% | +76.4% | -98.9% | -41.6% |
| 1Y | -31.5% | +282.4% | -313.8% | -61.3% |
| 3Y | -14.4% | +206.2% | -220.6% | -51.8% |
| 5Y | -41.6% | +53.9% | -95.5% | -66.9% |
| All | -41.5% | +108.0% | -149.5% | -69.2% |
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