-1.4%
LOW vs VICR
+76.0%
-77.4%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -11.1% | +18.6% | +7.2% |
| 7D | +15.6% | -26.6% | +42.2% | +15.1% |
| 30D | +28.6% | -47.9% | +76.5% | +28.2% |
| 3M | +5.8% | -29.8% | +35.6% | +5.1% |
| 6M | +3.8% | -36.6% | +40.4% | +1.5% |
| YTD | -2.8% | +45.1% | -47.9% | -8.7% |
| 1Y | -1.4% | +80.0% | -81.4% | -8.1% |
| All | -1.4% | +76.0% | -77.4% | -8.1% |
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