+6.6%
DTE vs VICR
+76.0%
-69.3%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -11.1% | +13.6% | +2.3% |
| 7D | +4.2% | -26.6% | +30.8% | +3.8% |
| 30D | +10.0% | -47.9% | +57.9% | +9.2% |
| 3M | -2.1% | -29.8% | +27.7% | -2.4% |
| 6M | -4.7% | -36.6% | +32.0% | -5.5% |
| YTD | +9.3% | +45.1% | -35.8% | +7.6% |
| 1Y | +6.6% | +80.0% | -73.4% | +3.4% |
| All | +6.6% | +76.0% | -69.3% | +3.4% |
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