-8.8%
EQT vs VICR
+52.1%
-60.9%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -15.1% | +11.5% | -3.7% |
| 7D | -7.2% | -34.6% | +27.4% | -7.5% |
| 30D | -3.5% | -54.9% | +51.3% | -4.2% |
| 3M | -1.2% | -38.3% | +37.1% | -1.4% |
| 6M | -13.3% | -49.2% | +35.9% | -13.4% |
| YTD | -4.7% | +23.3% | -28.0% | -9.5% |
| 1Y | -8.8% | +42.4% | -51.2% | -15.8% |
| All | -8.8% | +52.1% | -60.9% | -15.8% |
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