-43.5%
INTU vs VICR
+1.5%
-45.0%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.0% | +1.3% | -0.6% |
| 7D | -4.1% | +21.9% | -26.0% | -5.4% |
| 30D | +12.8% | -38.4% | +51.2% | +15.8% |
| 3M | +2.1% | -27.2% | +29.3% | +2.6% |
| 6M | -11.5% | -43.7% | +32.2% | -11.0% |
| YTD | -47.9% | +50.3% | -98.2% | -56.2% |
| 1Y | -47.7% | +74.6% | -122.2% | -57.2% |
| 3Y | -34.0% | +351.2% | -385.2% | -58.3% |
| 5Y | -43.5% | +2.5% | -46.0% | -53.1% |
| All | -43.5% | +1.5% | -45.0% | -53.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling