+23.7%
BBY vs VICR
+272.1%
-248.4%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +5.5% | -2.3% | +3.2% |
| 7D | +9.5% | +0.4% | +9.1% | +9.5% |
| 30D | +6.8% | -13.9% | +20.8% | +6.7% |
| 3M | +28.9% | -38.4% | +67.3% | +28.7% |
| 6M | +37.8% | -7.2% | +45.0% | +36.6% |
| YTD | +38.7% | +72.0% | -33.3% | +30.5% |
| 1Y | +23.7% | +263.3% | -239.6% | +1.8% |
| All | +23.7% | +272.1% | -248.4% | +1.8% |
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