+299.5%
IOVA vs VICR
+272.1%
+27.4%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +5.5% | -4.4% | +0.7% |
| 7D | +9.7% | +0.4% | +9.3% | +9.7% |
| 30D | +102.5% | -13.9% | +116.5% | +103.7% |
| 3M | +100.7% | -38.4% | +139.1% | +104.1% |
| 6M | +106.3% | -7.2% | +113.5% | +93.2% |
| YTD | +222.0% | +72.0% | +149.9% | +199.8% |
| 1Y | +299.5% | +263.3% | +36.3% | +262.2% |
| All | +299.5% | +272.1% | +27.4% | +262.2% |
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