-33.1%
PLTU vs VICR
+293.8%
-326.9%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +11.2% | -9.6% | +0.4% |
| 7D | -8.1% | +5.0% | -13.1% | -8.7% |
| 30D | -7.0% | -12.5% | +5.4% | -6.1% |
| 3M | +40.0% | -33.6% | +73.6% | +41.7% |
| 6M | -6.0% | +10.7% | -16.6% | -19.1% |
| YTD | -37.1% | +80.6% | -117.7% | -52.2% |
| 1Y | -33.1% | +288.4% | -321.5% | -53.6% |
| All | -33.1% | +293.8% | -326.9% | -53.6% |
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