+144.5%
ASX vs VICR
+65.4%
+79.1%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -2.0% | -2.0% | -3.2% |
| 7D | +22.1% | +21.9% | +0.2% | +13.0% |
| 30D | -23.8% | -38.4% | +14.6% | -9.2% |
| 3M | -7.6% | -27.2% | +19.6% | +1.7% |
| 6M | +6.9% | -43.7% | +50.6% | +26.8% |
| YTD | +127.7% | +50.3% | +77.4% | +105.2% |
| 1Y | +144.5% | +74.6% | +70.0% | +107.4% |
| All | +144.5% | +65.4% | +79.1% | +107.4% |
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