+51.1%
CSX vs VICR
+70.3%
-19.1%
-13.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.4% | +2.8% | -0.6% |
| 7D | +6.0% | +8.3% | -2.3% | +5.7% |
| 30D | +7.8% | -35.2% | +43.0% | +9.1% |
| 3M | +4.1% | -29.8% | +33.9% | +4.6% |
| 6M | +17.9% | -48.6% | +66.5% | +19.1% |
| YTD | +44.9% | +45.1% | -0.2% | +37.6% |
| 1Y | +51.1% | +79.6% | -28.4% | +37.8% |
| All | +51.1% | +70.3% | -19.1% | +37.8% |
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