-40.4%
APTV vs VICR
+272.1%
-312.5%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +5.5% | -2.4% | +2.7% |
| 7D | +4.8% | +0.4% | +4.4% | +4.7% |
| 30D | +2.0% | -13.9% | +15.9% | +2.9% |
| 3M | -34.2% | -38.4% | +4.2% | -32.1% |
| 6M | -34.7% | -7.2% | -27.5% | -36.4% |
| YTD | -37.0% | +72.0% | -109.0% | -41.6% |
| 1Y | -40.4% | +263.3% | -303.7% | -47.3% |
| All | -40.4% | +272.1% | -312.5% | -47.3% |
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 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