+14.4%
FIX vs VICR
+76.0%
-61.6%
-47.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.1% | -11.1% | -3.9% | -10.8% |
| 7D | -18.9% | -26.6% | +7.7% | -8.7% |
| 30D | -36.3% | -47.9% | +11.7% | -19.6% |
| 3M | -38.5% | -29.8% | -8.8% | -31.8% |
| 6M | -42.3% | -36.6% | -5.6% | -36.2% |
| YTD | +17.1% | +45.1% | -28.0% | -13.5% |
| 1Y | +14.4% | +80.0% | -65.6% | -25.6% |
| All | +14.4% | +76.0% | -61.6% | -25.6% |
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