-6.1%
CI vs VICR
+293.8%
-299.9%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +11.2% | -11.2% | +0.4% |
| 7D | -0.1% | +5.0% | -5.0% | +0.1% |
| 30D | +1.8% | -12.5% | +14.2% | +1.5% |
| 3M | -4.2% | -33.6% | +29.4% | -5.1% |
| 6M | +8.8% | +10.7% | -1.8% | +7.2% |
| YTD | +3.7% | +80.6% | -76.8% | +3.9% |
| 1Y | -6.1% | +288.4% | -294.5% | -1.3% |
| All | -6.1% | +293.8% | -299.9% | -1.3% |
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