+3.9%
ALLY vs VICR
+263.7%
-259.7%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -4.9% | +3.8% | -0.7% |
| 7D | -1.9% | +1.3% | -3.2% | -2.1% |
| 30D | -4.5% | -11.9% | +7.5% | -3.8% |
| 3M | -2.8% | -35.1% | +32.3% | -0.6% |
| 6M | +10.3% | +8.1% | +2.2% | +5.1% |
| YTD | -5.7% | +67.8% | -73.5% | -13.7% |
| 1Y | +3.9% | +267.3% | -263.4% | -12.9% |
| All | +3.9% | +263.7% | -259.7% | -12.9% |
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