+57.7%
GEV vs VICR
+272.1%
-214.5%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +5.5% | -5.5% | -1.4% |
| 7D | +3.3% | +0.4% | +2.9% | +3.1% |
| 30D | -7.5% | -13.9% | +6.5% | -4.3% |
| 3M | -2.2% | -38.4% | +36.2% | +8.1% |
| 6M | +12.1% | -7.2% | +19.3% | +10.2% |
| YTD | +44.4% | +72.0% | -27.6% | +32.0% |
| 1Y | +57.7% | +263.3% | -205.6% | +31.4% |
| All | +57.7% | +272.1% | -214.5% | +31.4% |
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