+90.3%
NXT vs VICR
+178.2%
-87.9%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.2% | +1.9% | -0.5% |
| 7D | -2.6% | -0.4% | -2.2% | -2.5% |
| 30D | -22.4% | -15.6% | -6.9% | -19.7% |
| 3M | -27.3% | -35.4% | +8.0% | -20.5% |
| 6M | -28.5% | +1.3% | -29.8% | -31.0% |
| YTD | -6.6% | +62.5% | -69.1% | -19.5% |
| 1Y | +20.4% | +255.5% | -235.1% | -13.9% |
| All | +90.3% | +178.2% | -87.9% | +31.7% |
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