+17.9%
NOW vs VICR
+187.7%
-169.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +5.5% | -8.5% | -3.1% |
| 7D | -2.4% | +0.4% | -2.8% | -2.4% |
| 30D | +20.5% | -13.9% | +34.4% | +20.7% |
| 3M | +18.3% | -38.4% | +56.8% | +19.7% |
| 6M | +24.1% | -7.2% | +31.3% | +19.7% |
| YTD | -7.8% | +72.0% | -79.8% | -18.2% |
| 1Y | -21.4% | +263.3% | -284.7% | -37.8% |
| All | +17.9% | +187.7% | -169.9% | -4.5% |
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