+87.8%
NUE vs VICR
+76.0%
+11.9%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -11.1% | +9.1% | -1.1% |
| 7D | -1.4% | -26.6% | +25.1% | +1.1% |
| 30D | +6.6% | -47.9% | +54.5% | +12.1% |
| 3M | -2.0% | -29.8% | +27.8% | 0.0% |
| 6M | +19.2% | -36.6% | +55.8% | +19.9% |
| YTD | +65.6% | +45.1% | +20.5% | +50.3% |
| 1Y | +87.8% | +80.0% | +7.8% | +65.6% |
| All | +87.8% | +76.0% | +11.9% | +65.6% |
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