-83.7%
IRE vs VICR
+205.8%
-289.5%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.0% | +5.5% | +8.5% | +9.5% |
| 7D | +54.8% | +0.4% | +54.4% | +54.6% |
| 30D | +18.4% | -13.9% | +32.3% | +35.9% |
| 3M | -66.7% | -38.4% | -28.3% | -50.2% |
| 6M | -52.3% | -7.2% | -45.1% | -49.6% |
| YTD | -52.3% | +72.0% | -124.3% | -64.7% |
| All | -83.7% | +205.8% | -289.5% | -89.4% |
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 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