+707.1%
ALK vs VICR
+10,421.2%
-9,714.2%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.1% | +11.3% | -4.2% | +5.0% |
| 7D | +8.9% | -6.5% | +15.5% | +9.6% |
| 30D | +5.9% | -38.5% | +44.5% | +14.1% |
| 3M | -16.5% | -26.1% | +9.5% | -14.6% |
| 6M | +2.1% | -36.2% | +38.4% | +4.3% |
| YTD | -17.1% | +49.2% | -66.3% | -29.3% |
| 1Y | -2.9% | +87.0% | -89.9% | -20.7% |
| 3Y | +24.5% | +350.4% | -326.0% | -19.9% |
| 5Y | -29.1% | +3.7% | -32.8% | -45.4% |
| 10Y | -39.1% | +1,084.9% | -1,124.0% | -73.2% |
| All | +707.1% | +10,421.2% | -9,714.2% | +108.3% |
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