-10.0%
DIS vs VICR
+263.7%
-273.6%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -4.9% | +4.1% | -0.9% |
| 7D | -3.5% | +1.3% | -4.8% | -3.5% |
| 30D | +1.0% | -11.9% | +12.9% | +0.7% |
| 3M | +5.7% | -35.1% | +40.8% | +5.2% |
| 6M | +3.3% | +8.1% | -4.9% | +0.3% |
| YTD | -7.7% | +67.8% | -75.5% | -12.1% |
| 1Y | -10.0% | +267.3% | -277.3% | -16.0% |
| All | -10.0% | +263.7% | -273.6% | -16.0% |
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