-83.2%
IRE vs VICR
+198.2%
-281.5%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | -4.9% | -1.9% | -2.8% |
| 7D | +29.0% | +1.3% | +27.8% | +28.4% |
| 30D | +24.2% | -11.9% | +36.2% | +39.8% |
| 3M | -53.2% | -35.1% | -18.0% | -32.4% |
| 6M | -36.0% | +8.1% | -44.2% | -39.7% |
| YTD | -51.0% | +67.8% | -118.8% | -62.9% |
| All | -83.2% | +198.2% | -281.5% | -88.9% |
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 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