-46.7%
INTU vs VICR
+70.3%
-117.0%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -3.4% | +3.9% | -0.1% |
| 7D | +0.1% | +8.3% | -8.2% | +1.6% |
| 30D | +10.1% | -35.2% | +45.2% | +3.6% |
| 3M | -4.2% | -29.8% | +25.6% | -7.4% |
| 6M | -7.2% | -48.6% | +41.3% | -11.5% |
| YTD | -47.7% | +45.1% | -92.8% | -46.7% |
| 1Y | -46.7% | +79.6% | -126.3% | -47.1% |
| All | -46.7% | +70.3% | -117.0% | -47.1% |
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