+256.3%
ASX vs VICR
+253.2%
+3.1%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -3.2% | -0.1% | -2.3% |
| 7D | +6.5% | -0.4% | +6.9% | +6.5% |
| 30D | +3.1% | -15.6% | +18.7% | +8.1% |
| 3M | +17.4% | -35.4% | +52.8% | +32.6% |
| 6M | +85.4% | +1.3% | +84.2% | +89.1% |
| YTD | +150.1% | +62.5% | +87.6% | +138.0% |
| 1Y | +256.3% | +255.5% | +0.8% | +184.4% |
| All | +256.3% | +253.2% | +3.1% | +184.4% |
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