-49.5%
ORCL vs VICR
+76.0%
-125.4%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -11.1% | +9.2% | -0.1% |
| 7D | -14.4% | -26.6% | +12.2% | -10.1% |
| 30D | -12.8% | -47.9% | +35.1% | -4.3% |
| 3M | -14.8% | -29.8% | +15.0% | -11.2% |
| 6M | -30.9% | -36.6% | +5.8% | -28.7% |
| YTD | -35.7% | +45.1% | -80.8% | -46.0% |
| 1Y | -49.5% | +80.0% | -129.5% | -61.2% |
| All | -49.5% | +76.0% | -125.4% | -61.2% |
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