-1.7%
IP vs VICR
+79.4%
-81.1%
-39.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +11.3% | -8.4% | +2.5% |
| 7D | -3.0% | -6.5% | +3.5% | -3.0% |
| 30D | +10.6% | -38.5% | +49.2% | +12.1% |
| 3M | -13.6% | -26.1% | +12.5% | -13.7% |
| 6M | +10.4% | -36.2% | +46.7% | +9.3% |
| YTD | -6.5% | +49.2% | -55.7% | -16.6% |
| All | -1.7% | +79.4% | -81.1% | -14.3% |
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