+579.1%
AU vs VICR
+209.3%
+369.8%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +11.2% | -10.6% | -0.6% |
| 7D | -4.3% | +5.0% | -9.2% | -4.8% |
| 30D | +7.3% | -12.5% | +19.8% | +8.3% |
| 3M | +26.3% | -33.6% | +59.9% | +29.9% |
| 6M | +1.8% | +10.7% | -8.9% | -1.6% |
| YTD | +26.8% | +80.6% | -53.8% | +19.2% |
| 1Y | +66.7% | +288.4% | -221.7% | +52.2% |
| 3Y | +579.1% | +213.8% | +365.3% | +453.7% |
| All | +579.1% | +209.3% | +369.8% | +453.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling