+28.0%
CL vs VICR
+77.4%
-49.4%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.1% | +1.3% | +0.1% |
| 7D | +2.6% | -9.7% | +12.3% | +2.2% |
| 30D | +11.8% | -39.2% | +51.0% | +9.5% |
| 3M | +5.9% | -22.6% | +28.5% | +5.1% |
| 6M | +13.3% | -37.0% | +50.3% | +11.2% |
| YTD | +27.1% | +47.5% | -20.4% | +31.5% |
| 1Y | +28.0% | +75.0% | -47.0% | +35.6% |
| All | +28.0% | +77.4% | -49.4% | +35.6% |
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 · 6 months rolling