+214.0%
AMAT vs VICR
+187.7%
+26.3%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +5.5% | -1.2% | +2.6% |
| 7D | -1.5% | +0.4% | -1.9% | -1.7% |
| 30D | -14.8% | -13.9% | -0.9% | -11.0% |
| 3M | -9.3% | -38.4% | +29.1% | +4.6% |
| 6M | +27.4% | -7.2% | +34.6% | +28.0% |
| YTD | +77.6% | +72.0% | +5.5% | +51.8% |
| 1Y | +188.9% | +263.3% | -74.4% | +101.0% |
| All | +214.0% | +187.7% | +26.3% | +110.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling