-41.1%
ACN vs VICR
+57.6%
-98.8%
-68.2%
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% | +2.9% |
| 7D | -1.5% | +5.0% | -6.5% | -1.7% |
| 30D | +2.1% | -12.5% | +14.6% | +2.5% |
| 3M | +11.1% | -33.6% | +44.7% | +12.2% |
| 6M | -6.8% | +10.7% | -17.5% | -11.8% |
| YTD | -30.0% | +80.6% | -110.6% | -37.6% |
| 1Y | -23.1% | +288.4% | -311.5% | -37.7% |
| 3Y | -40.4% | +213.8% | -254.2% | -52.7% |
| All | -41.1% | +57.6% | -98.8% | -52.0% |
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