+45.2%
AMZN vs VICR
+42.6%
+2.6%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.2% | +3.0% | +0.3% |
| 7D | -2.7% | -0.4% | -2.3% | -2.7% |
| 30D | -7.5% | -15.6% | +8.1% | -5.7% |
| 3M | +5.8% | -35.4% | +41.2% | +10.4% |
| 6M | +17.5% | +1.3% | +16.2% | +11.1% |
| YTD | +9.1% | +62.5% | -53.3% | -6.1% |
| 1Y | +9.4% | +255.5% | -246.1% | -19.4% |
| 3Y | +82.2% | +182.0% | -99.8% | +31.4% |
| 5Y | +45.2% | +42.9% | +2.3% | +5.3% |
| All | +45.2% | +42.6% | +2.6% | +5.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling