-47.3%
DOCS vs VICR
+76.0%
-123.3%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -11.1% | +17.5% | +6.2% |
| 7D | +1.2% | -26.6% | +27.8% | +0.9% |
| 30D | +21.3% | -47.9% | +69.3% | +20.3% |
| 3M | +58.4% | -29.8% | +88.1% | +57.4% |
| 6M | +39.3% | -36.6% | +75.9% | +36.4% |
| YTD | -21.7% | +45.1% | -66.8% | -31.5% |
| 1Y | -47.3% | +80.0% | -127.4% | -55.5% |
| All | -47.3% | +76.0% | -123.3% | -55.5% |
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