+79.4%
AMZN vs VICR
+209.3%
-129.8%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +11.2% | -9.2% | +0.7% |
| 7D | -0.7% | +5.0% | -5.6% | -1.3% |
| 30D | -3.9% | -12.5% | +8.5% | -2.9% |
| 3M | +6.3% | -33.6% | +39.9% | +9.5% |
| 6M | +20.8% | +10.7% | +10.1% | +13.7% |
| YTD | +11.2% | +80.6% | -69.3% | -3.3% |
| 1Y | +11.7% | +288.4% | -276.7% | -14.8% |
| 3Y | +79.4% | +213.8% | -134.4% | +37.9% |
| All | +79.4% | +209.3% | -129.8% | +37.9% |
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 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