+66.0%
NUE vs VICR
+209.3%
-143.3%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +11.2% | -9.6% | +0.2% |
| 7D | -0.6% | +5.0% | -5.6% | -1.3% |
| 30D | -4.6% | -12.5% | +7.9% | -3.2% |
| 3M | -0.3% | -33.6% | +33.3% | +3.1% |
| 6M | +51.9% | +10.7% | +41.2% | +43.5% |
| YTD | +60.0% | +80.6% | -20.6% | +39.7% |
| 1Y | +82.9% | +288.4% | -205.5% | +39.6% |
| 3Y | +66.0% | +213.8% | -147.8% | +33.8% |
| All | +66.0% | +209.3% | -143.3% | +33.8% |
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