-69.0%
AVAV vs VICR
+76.0%
-144.9%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.3% | -11.1% | +2.8% | -7.1% |
| 7D | -10.1% | -26.6% | +16.5% | -7.2% |
| 30D | -18.7% | -47.9% | +29.2% | -13.5% |
| 3M | -33.0% | -29.8% | -3.2% | -31.6% |
| 6M | -37.2% | -36.6% | -0.6% | -39.0% |
| YTD | -53.2% | +45.1% | -98.3% | -70.8% |
| 1Y | -69.0% | +80.0% | -149.0% | -82.7% |
| All | -69.0% | +76.0% | -144.9% | -82.7% |
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