+39,072.8%
AZO vs VICR
+3,483.6%
+35,589.1%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +11.2% | -11.3% | -1.1% |
| 7D | -3.6% | +5.0% | -8.5% | -4.0% |
| 30D | -5.6% | -12.5% | +6.9% | -4.7% |
| 3M | -6.6% | -33.6% | +27.0% | -4.5% |
| 6M | -22.5% | +10.7% | -33.2% | -25.7% |
| YTD | -15.2% | +80.6% | -95.8% | -22.8% |
| 1Y | -33.9% | +288.4% | -322.3% | -44.6% |
| 3Y | +11.8% | +213.8% | -202.0% | -8.5% |
| 5Y | +85.5% | +58.8% | +26.7% | +54.0% |
| 10Y | +298.2% | +1,671.8% | -1,373.6% | +140.6% |
| All | +39,072.8% | +3,483.6% | +35,589.1% | +14,057.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling