+21.8%
DOW vs VICR
+293.8%
-272.0%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +11.2% | -13.2% | -1.9% |
| 7D | -1.4% | +5.0% | -6.4% | -1.3% |
| 30D | -3.9% | -12.5% | +8.5% | -4.0% |
| 3M | -12.7% | -33.6% | +20.9% | -12.8% |
| 6M | -13.7% | +10.7% | -24.4% | -14.8% |
| YTD | +28.4% | +80.6% | -52.2% | +17.4% |
| 1Y | +21.8% | +288.4% | -266.6% | +1.1% |
| All | +21.8% | +293.8% | -272.0% | +1.1% |
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