+42.8%
LRCX vs VICR
+76.0%
-33.2%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -11.1% | +7.1% | +1.1% |
| 7D | -12.8% | -26.6% | +13.8% | +0.1% |
| 30D | -36.0% | -47.9% | +12.0% | -15.0% |
| 3M | -30.2% | -29.8% | -0.5% | -21.5% |
| 6M | -14.2% | -36.6% | +22.4% | -0.2% |
| YTD | +29.7% | +45.1% | -15.4% | -7.9% |
| 1Y | +42.8% | +80.0% | -37.2% | -13.4% |
| All | +42.8% | +76.0% | -33.2% | -13.4% |
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