+19.5%
IP vs VICR
+352.1%
-332.6%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.0% | 0.0% | -1.9% |
| 7D | -0.9% | +21.9% | -22.8% | -2.5% |
| 30D | +6.7% | -38.4% | +45.1% | +10.2% |
| 3M | -16.6% | -27.2% | +10.6% | -15.7% |
| 6M | +6.0% | -43.7% | +49.7% | +7.9% |
| YTD | -10.7% | +50.3% | -60.9% | -21.3% |
| 1Y | -6.7% | +74.6% | -81.2% | -19.5% |
| All | +19.5% | +352.1% | -332.6% | -15.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling