+70.7%
NFLX vs VICR
+178.2%
-107.6%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.2% | +3.1% | -0.1% |
| 7D | -8.1% | -0.4% | -7.7% | -8.1% |
| 30D | +1.6% | -15.6% | +17.2% | +1.5% |
| 3M | -7.3% | -35.4% | +28.1% | -7.7% |
| 6M | -21.6% | +1.3% | -22.9% | -23.6% |
| YTD | -18.9% | +62.5% | -81.4% | -23.1% |
| 1Y | -39.1% | +255.5% | -294.5% | -45.9% |
| All | +70.7% | +178.2% | -107.6% | +53.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling