-42.6%
INTU vs VICR
+46.6%
-89.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -4.9% | +3.3% | -1.2% |
| 7D | -8.5% | +1.3% | -9.7% | -8.6% |
| 30D | -6.1% | -11.9% | +5.8% | -5.5% |
| 3M | +7.3% | -35.1% | +42.5% | +9.5% |
| 6M | -33.2% | +8.1% | -41.4% | -38.2% |
| YTD | -52.2% | +67.8% | -119.9% | -59.4% |
| 1Y | -52.7% | +267.3% | -320.0% | -65.5% |
| 3Y | -41.6% | +191.2% | -232.8% | -58.5% |
| 5Y | -42.6% | +48.1% | -90.7% | -56.5% |
| All | -42.6% | +46.6% | -89.3% | -56.5% |
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