+8.6%
AEIS vs VICR
+76.0%
-67.3%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.1% | -11.1% | 0.0% | -6.3% |
| 7D | -12.7% | -26.6% | +13.9% | -0.1% |
| 30D | -28.8% | -47.9% | +19.1% | -6.7% |
| 3M | -38.0% | -29.8% | -8.2% | -29.4% |
| 6M | -45.3% | -36.6% | -8.7% | -36.7% |
| YTD | +1.1% | +45.1% | -44.0% | -26.5% |
| 1Y | +8.6% | +80.0% | -71.4% | -34.8% |
| All | +8.6% | +76.0% | -67.3% | -34.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling