+66.9%
AMAT vs VICR
+70.3%
-3.4%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -3.4% | +0.7% | -1.4% |
| 7D | +11.4% | +8.3% | +3.1% | +8.1% |
| 30D | -17.0% | -35.2% | +18.1% | -3.0% |
| 3M | -30.6% | -29.8% | -0.8% | -23.2% |
| 6M | -14.9% | -48.6% | +33.6% | +4.6% |
| YTD | +44.7% | +45.1% | -0.4% | +19.6% |
| 1Y | +66.9% | +79.6% | -12.7% | +22.5% |
| All | +66.9% | +70.3% | -3.4% | +22.5% |
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 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