+24.2%
FIX vs VICR
+70.3%
-46.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -3.4% | +2.0% | 0.0% |
| 7D | +9.4% | +8.3% | +1.1% | +6.1% |
| 30D | -27.8% | -35.2% | +7.4% | -15.8% |
| 3M | -35.6% | -29.8% | -5.7% | -28.5% |
| 6M | -45.2% | -48.6% | +3.3% | -33.7% |
| YTD | +19.5% | +45.1% | -25.6% | -6.8% |
| 1Y | +24.2% | +79.6% | -55.3% | -14.0% |
| All | +24.2% | +70.3% | -46.1% | -14.0% |
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