-7.5%
IGV vs VICR
+76.0%
-83.5%
-33.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -11.1% | +12.0% | +1.2% |
| 7D | -7.5% | -26.6% | +19.1% | -6.6% |
| 30D | -5.6% | -47.9% | +42.3% | -4.2% |
| 3M | +1.5% | -29.8% | +31.3% | +2.4% |
| 6M | +17.1% | -36.6% | +53.7% | +16.7% |
| YTD | -2.0% | +45.1% | -47.1% | -13.3% |
| 1Y | -7.5% | +80.0% | -87.5% | -23.2% |
| All | -7.5% | +76.0% | -83.5% | -23.2% |
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