-19.7%
PLTU vs VICR
+272.1%
-291.8%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.0% | +5.5% | -14.5% | -9.6% |
| 7D | -13.6% | +0.4% | -14.0% | -13.7% |
| 30D | +16.7% | -13.9% | +30.6% | +18.0% |
| 3M | +29.6% | -38.4% | +68.0% | +32.3% |
| 6M | -0.1% | -7.2% | +7.1% | -10.9% |
| YTD | -31.5% | +72.0% | -103.5% | -46.9% |
| 1Y | -19.7% | +263.3% | -283.0% | -41.0% |
| All | -19.7% | +272.1% | -291.8% | -41.0% |
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