+42,044.7%
JBL vs VICR
+2,615.4%
+39,429.3%
-94.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.9% | +4.6% | +1.1% |
| 7D | +4.0% | +1.3% | +2.7% | +3.5% |
| 30D | -7.5% | -11.9% | +4.5% | -4.4% |
| 3M | -14.1% | -35.1% | +21.1% | -4.5% |
| 6M | +25.9% | +8.1% | +17.7% | +17.9% |
| YTD | +36.7% | +67.8% | -31.1% | +11.0% |
| 1Y | +49.0% | +267.3% | -218.3% | -5.2% |
| 3Y | +191.8% | +191.2% | +0.6% | +80.0% |
| 5Y | +409.8% | +48.1% | +361.7% | +228.9% |
| 10Y | +1,509.2% | +1,546.1% | -36.9% | +340.0% |
| All | +42,044.7% | +2,615.4% | +39,429.3% | +7,337.3% |
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