+49.5%
JBL vs VICR
+272.1%
-222.6%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +5.5% | -4.0% | 0.0% |
| 7D | +3.0% | +0.4% | +2.6% | +2.8% |
| 30D | -8.3% | -13.9% | +5.7% | -4.6% |
| 3M | -16.9% | -38.4% | +21.5% | -6.9% |
| 6M | +21.8% | -7.2% | +29.0% | +20.1% |
| YTD | +36.3% | +72.0% | -35.7% | +23.1% |
| 1Y | +49.5% | +263.3% | -213.8% | +19.2% |
| All | +49.5% | +272.1% | -222.6% | +19.2% |
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