-45.2%
INTU vs VICR
+76.0%
-121.2%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -11.1% | +14.6% | +1.5% |
| 7D | +8.7% | -26.6% | +35.2% | +3.4% |
| 30D | +25.9% | -47.9% | +73.8% | +14.3% |
| 3M | +10.7% | -29.8% | +40.5% | +6.8% |
| 6M | -11.6% | -36.6% | +25.1% | -14.2% |
| YTD | -45.4% | +45.1% | -90.5% | -45.5% |
| 1Y | -45.2% | +80.0% | -125.3% | -46.4% |
| All | -45.2% | +76.0% | -121.2% | -46.4% |
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