-34.4%
INTU vs VICR
+352.1%
-386.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.0% | +1.3% | -0.8% |
| 7D | -4.1% | +21.9% | -26.0% | -3.3% |
| 30D | +12.8% | -38.4% | +51.2% | +11.5% |
| 3M | +2.1% | -27.2% | +29.3% | +1.5% |
| 6M | -11.5% | -43.7% | +32.2% | -12.1% |
| YTD | -47.9% | +50.3% | -98.2% | -52.8% |
| 1Y | -47.7% | +74.6% | -122.2% | -53.3% |
| All | -34.4% | +352.1% | -386.4% | -51.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling