+9.6%
EMR vs VICR
+254.3%
-244.6%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -3.2% | +1.9% | -0.9% |
| 7D | -1.2% | -0.4% | -0.8% | -1.2% |
| 30D | -9.4% | -15.6% | +6.1% | -7.7% |
| 3M | +8.6% | -35.4% | +44.0% | +13.3% |
| 6M | +6.7% | +1.3% | +5.4% | +2.0% |
| YTD | +13.1% | +62.5% | -49.4% | +3.0% |
| All | +9.6% | +254.3% | -244.6% | -8.6% |
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