-23.3%
INFY vs VICR
+76.0%
-99.2%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -11.1% | +13.7% | +1.6% |
| 7D | +1.2% | -26.6% | +27.8% | -1.2% |
| 30D | +13.8% | -47.9% | +61.7% | +8.3% |
| 3M | -2.9% | -29.8% | +26.9% | -4.6% |
| 6M | +2.2% | -36.6% | +38.8% | -0.6% |
| YTD | -29.8% | +45.1% | -75.0% | -35.3% |
| 1Y | -23.3% | +80.0% | -103.3% | -31.4% |
| All | -23.3% | +76.0% | -99.2% | -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