+6.1%
BAH vs VICR
+70.3%
-64.1%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.4% | +3.2% | -0.6% |
| 7D | +1.7% | +8.3% | -6.6% | +2.6% |
| 30D | +20.8% | -35.2% | +56.0% | +16.4% |
| 3M | +11.6% | -29.8% | +41.4% | +9.2% |
| 6M | +23.1% | -48.6% | +71.7% | +18.3% |
| YTD | +5.3% | +45.1% | -39.9% | -7.5% |
| 1Y | +6.1% | +79.6% | -73.4% | -15.9% |
| All | +6.1% | +70.3% | -64.1% | -15.9% |
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