+8.3%
DIS vs VICR
+76.0%
-67.7%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -11.1% | +15.3% | +3.8% |
| 7D | +9.1% | -26.6% | +35.7% | +8.1% |
| 30D | +14.8% | -47.9% | +62.8% | +12.8% |
| 3M | +21.2% | -29.8% | +50.9% | +20.1% |
| 6M | +18.3% | -36.6% | +54.9% | +15.9% |
| YTD | +5.4% | +45.1% | -39.8% | -5.6% |
| 1Y | +8.3% | +80.0% | -71.8% | -8.0% |
| All | +8.3% | +76.0% | -67.7% | -8.0% |
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