-39.7%
ACI vs VICR
+57.6%
-97.3%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +11.2% | -7.9% | +3.3% |
| 7D | -3.7% | +5.0% | -8.7% | -3.7% |
| 30D | +0.6% | -12.5% | +13.1% | +0.6% |
| 3M | -20.3% | -33.6% | +13.3% | -20.3% |
| 6M | -24.7% | +10.7% | -35.3% | -25.4% |
| YTD | -27.2% | +80.6% | -107.8% | -29.1% |
| 1Y | -32.7% | +288.4% | -321.1% | -36.1% |
| 3Y | -43.9% | +213.8% | -257.7% | -47.1% |
| All | -39.7% | +57.6% | -97.3% | -47.5% |
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 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 · 6 months rolling