+14,280.4%
INTU vs VICR
+2,226.8%
+12,053.7%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +5.5% | -8.8% | -4.3% |
| 7D | -7.1% | +0.4% | -7.5% | -7.2% |
| 30D | +1.5% | -13.9% | +15.4% | +3.3% |
| 3M | +10.7% | -38.4% | +49.1% | +16.1% |
| 6M | -23.8% | -7.2% | -16.6% | -29.0% |
| YTD | -49.3% | +72.0% | -121.3% | -58.5% |
| 1Y | -49.7% | +263.3% | -313.0% | -65.0% |
| 3Y | -38.0% | +173.3% | -211.3% | -57.7% |
| 5Y | -38.7% | +47.3% | -86.0% | -56.6% |
| 10Y | +221.3% | +1,495.2% | -1,273.8% | +32.6% |
| All | +14,280.4% | +2,226.8% | +12,053.7% | +2,836.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling