+143.3%
DELL vs VICR
+76.0%
+67.4%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | -11.1% | +2.3% | -6.0% |
| 7D | -24.6% | -26.6% | +2.0% | -18.4% |
| 30D | -32.5% | -47.9% | +15.5% | -21.8% |
| 3M | -20.2% | -29.8% | +9.6% | -14.3% |
| 6M | +76.5% | -36.6% | +113.1% | +90.0% |
| YTD | +198.9% | +45.1% | +153.8% | +178.8% |
| 1Y | +143.3% | +80.0% | +63.3% | +110.6% |
| All | +143.3% | +76.0% | +67.4% | +110.6% |
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