+1,433.3%
AMT vs VICR
+540.4%
+892.9%
-98.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +11.3% | -11.2% | -1.6% |
| 7D | +0.4% | -6.5% | +6.9% | +0.8% |
| 30D | +3.7% | -38.5% | +42.3% | +9.9% |
| 3M | +10.7% | -26.1% | +36.8% | +12.3% |
| 6M | +9.3% | -36.2% | +45.5% | +9.4% |
| YTD | +10.9% | +49.2% | -38.2% | -6.3% |
| 1Y | +10.5% | +87.0% | -76.5% | -10.4% |
| 3Y | +15.5% | +350.4% | -334.9% | -27.5% |
| 5Y | -20.6% | +3.7% | -24.3% | -40.6% |
| 10Y | +124.5% | +1,084.9% | -960.3% | -11.0% |
| All | +1,433.3% | +540.4% | +892.9% | +230.0% |
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