+5.7%
DIS vs VICR
+82.5%
-76.8%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +4.0% | -3.6% | +0.5% |
| 7D | +0.6% | +5.7% | -5.1% | +0.8% |
| 30D | +10.3% | -35.2% | +45.5% | +9.0% |
| 3M | +15.6% | -20.3% | +35.9% | +14.8% |
| 6M | +15.1% | -46.3% | +61.4% | +14.2% |
| YTD | +6.0% | +53.4% | -47.4% | -5.6% |
| 1Y | +5.7% | +81.6% | -75.9% | -11.6% |
| All | +5.7% | +82.5% | -76.8% | -11.6% |
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