-2.7%
LQD vs VICR
+293.8%
-296.4%
-4.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +11.2% | -11.2% | -0.2% |
| 7D | -1.1% | +5.0% | -6.1% | -1.2% |
| 30D | -1.3% | -12.5% | +11.2% | -1.2% |
| 3M | -3.2% | -33.6% | +30.4% | -2.9% |
| 6M | -2.1% | +10.7% | -12.8% | -2.7% |
| YTD | -2.4% | +80.6% | -82.9% | -3.0% |
| 1Y | -2.7% | +288.4% | -291.0% | -3.2% |
| All | -2.7% | +293.8% | -296.4% | -3.2% |
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