+4.3%
O vs VICR
+293.8%
-289.5%
-11.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +11.2% | -11.3% | +0.1% |
| 7D | -2.9% | +5.0% | -7.8% | -2.8% |
| 30D | -4.5% | -12.5% | +8.0% | -4.7% |
| 3M | -2.6% | -33.6% | +31.0% | -3.2% |
| 6M | -5.6% | +10.7% | -16.3% | -6.8% |
| YTD | +9.3% | +80.6% | -71.3% | +7.4% |
| 1Y | +4.3% | +288.4% | -284.1% | +3.6% |
| All | +4.3% | +293.8% | -289.5% | +3.6% |
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