+407.1%
IP vs VICR
+12,032.4%
-11,625.4%
-90.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +5.5% | -3.3% | +1.4% |
| 7D | -5.3% | +0.4% | -5.7% | -5.3% |
| 30D | -10.9% | -13.9% | +3.1% | -9.2% |
| 3M | +11.2% | -38.4% | +49.6% | +17.1% |
| 6M | -10.2% | -7.2% | -3.0% | -13.4% |
| YTD | -2.0% | +72.0% | -74.0% | -15.1% |
| 1Y | -19.1% | +263.3% | -282.4% | -38.7% |
| 3Y | +20.9% | +173.3% | -152.4% | -9.6% |
| 5Y | -17.8% | +47.3% | -65.1% | -37.6% |
| 10Y | +23.5% | +1,495.2% | -1,471.7% | -41.3% |
| All | +407.1% | +12,032.4% | -11,625.4% | +49.4% |
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