+70.8%
NVT vs VICR
+293.8%
-223.0%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +11.2% | -6.5% | +1.8% |
| 7D | +4.1% | +5.0% | -0.9% | +2.7% |
| 30D | -5.1% | -12.5% | +7.3% | -2.1% |
| 3M | -1.2% | -33.6% | +32.4% | +7.6% |
| 6M | +46.6% | +10.7% | +35.9% | +40.5% |
| YTD | +60.0% | +80.6% | -20.6% | +46.6% |
| 1Y | +70.8% | +288.4% | -217.6% | +43.9% |
| All | +70.8% | +293.8% | -223.0% | +43.9% |
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