-12.3%
BA vs VICR
+65.4%
-77.7%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.0% | +0.3% | -1.6% |
| 7D | -0.6% | +21.9% | -22.5% | -1.6% |
| 30D | -8.0% | -38.4% | +30.4% | -5.6% |
| 3M | -25.8% | -27.2% | +1.4% | -25.2% |
| 6M | -27.6% | -43.7% | +16.1% | -26.8% |
| YTD | -21.0% | +50.3% | -71.3% | -30.5% |
| 1Y | -12.3% | +74.6% | -86.8% | -25.9% |
| All | -12.3% | +65.4% | -77.7% | -25.9% |
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