-32.9%
DOCS vs VICR
+70.3%
-103.2%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -3.4% | +3.8% | +0.4% |
| 7D | +2.6% | +8.3% | -5.7% | +2.7% |
| 30D | +11.4% | -35.2% | +46.6% | +10.7% |
| 3M | +25.4% | -29.8% | +55.2% | +24.6% |
| 6M | +42.5% | -48.6% | +91.1% | +41.2% |
| YTD | -24.7% | +45.1% | -69.8% | -33.8% |
| 1Y | -32.9% | +79.6% | -112.5% | -42.4% |
| All | -32.9% | +70.3% | -103.2% | -42.4% |
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