-32.3%
ORCL vs VICR
+263.7%
-296.0%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -4.9% | +4.3% | +0.1% |
| 7D | +10.9% | +1.3% | +9.6% | +10.7% |
| 30D | +7.0% | -11.9% | +18.9% | +8.4% |
| 3M | -21.2% | -35.1% | +13.9% | -18.0% |
| 6M | +7.4% | +8.1% | -0.8% | +2.6% |
| YTD | -16.3% | +67.8% | -84.0% | -25.7% |
| 1Y | -32.3% | +267.3% | -299.6% | -47.7% |
| All | -32.3% | +263.7% | -296.0% | -47.7% |
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 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