-32.5%
CBRS vs VICR
-39.9%
+7.4%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.3% | +5.5% | +4.8% | +8.0% |
| 7D | +17.3% | +0.4% | +16.9% | +17.2% |
| 30D | -2.0% | -13.9% | +12.0% | +4.4% |
| 3M | -2.5% | -38.4% | +35.9% | +11.3% |
| All | -32.5% | -39.9% | +7.4% | -22.6% |
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 · Available span rolling