-43.3%
ORCL vs VICR
+65.4%
-108.7%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.0% | +1.0% | -0.6% |
| 7D | +10.4% | +21.9% | -11.5% | +6.7% |
| 30D | -11.2% | -38.4% | +27.1% | -5.1% |
| 3M | -16.8% | -27.2% | +10.4% | -13.9% |
| 6M | -31.5% | -43.7% | +12.2% | -28.2% |
| YTD | -33.9% | +50.3% | -84.2% | -45.0% |
| 1Y | -43.3% | +74.6% | -117.8% | -56.8% |
| All | -43.3% | +65.4% | -108.7% | -56.8% |
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