-17.6%
INFQ vs VICR
+20.8%
-38.4%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +5.5% | -4.0% | -0.8% |
| 7D | +0.4% | +0.4% | 0.0% | +0.1% |
| 30D | +18.4% | -13.9% | +32.4% | +25.8% |
| 3M | -24.2% | -38.4% | +14.2% | -11.0% |
| 6M | +8.9% | -7.2% | +16.1% | -6.6% |
| All | -17.6% | +20.8% | -38.4% | -36.6% |
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