-32.5%
CAVA vs VICR
+4.9%
-37.5%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -3.2% | -1.3% | -4.1% |
| 7D | -12.4% | -0.4% | -12.0% | -12.4% |
| 30D | -11.2% | -15.6% | +4.4% | -10.0% |
| 3M | -33.8% | -35.4% | +1.6% | -32.3% |
| 6M | -32.5% | +1.3% | -33.8% | -40.5% |
| All | -32.5% | +4.9% | -37.5% | -40.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling