+96.9%
AU vs VICR
+272.1%
-175.2%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +5.5% | -7.8% | -3.2% |
| 7D | -3.6% | +0.4% | -4.1% | -3.8% |
| 30D | +23.9% | -13.9% | +37.8% | +26.0% |
| 3M | +19.1% | -38.4% | +57.5% | +26.1% |
| 6M | -0.2% | -7.2% | +7.0% | -5.5% |
| YTD | +32.5% | +72.0% | -39.6% | +17.4% |
| 1Y | +96.9% | +263.3% | -166.4% | +77.7% |
| All | +96.9% | +272.1% | -175.2% | +77.7% |
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