+9.3%
ITOT vs VICR
+52.1%
-42.8%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -15.1% | +10.7% | -3.3% |
| 7D | -4.8% | -34.6% | +29.8% | -2.0% |
| 30D | -5.9% | -54.9% | +49.0% | -0.9% |
| 3M | -4.9% | -38.3% | +33.4% | -2.6% |
| 6M | +1.4% | -49.2% | +50.7% | +3.8% |
| YTD | +8.4% | +23.3% | -14.9% | -1.8% |
| 1Y | +9.3% | +42.4% | -33.1% | -4.1% |
| All | +9.3% | +52.1% | -42.8% | -4.1% |
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