+85.5%
BWA vs VICR
+57.6%
+27.8%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +11.2% | -9.7% | -0.3% |
| 7D | -1.3% | +5.0% | -6.3% | -2.2% |
| 30D | -2.9% | -12.5% | +9.5% | -1.2% |
| 3M | -10.7% | -33.6% | +22.9% | -6.5% |
| 6M | +26.5% | +10.7% | +15.8% | +20.4% |
| YTD | +49.1% | +80.6% | -31.5% | +30.8% |
| 1Y | +52.1% | +288.4% | -236.3% | +17.1% |
| 3Y | +72.6% | +213.8% | -141.2% | +29.1% |
| All | +85.5% | +57.6% | +27.8% | +35.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling