-24.0%
BAH vs VICR
+253.2%
-277.2%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | -3.2% | +8.0% | +4.5% |
| 7D | +2.4% | -0.4% | +2.8% | +2.4% |
| 30D | -2.9% | -15.6% | +12.6% | -4.2% |
| 3M | -1.3% | -35.4% | +34.0% | -4.1% |
| 6M | -0.9% | +1.3% | -2.2% | -0.8% |
| YTD | -8.2% | +62.5% | -70.7% | -10.0% |
| 1Y | -24.0% | +255.5% | -279.4% | -21.8% |
| All | -24.0% | +253.2% | -277.2% | -21.8% |
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