+16.0%
RF vs VICR
+263.7%
-247.7%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.9% | +4.3% | -0.4% |
| 7D | -0.1% | +1.3% | -1.4% | -0.2% |
| 30D | -4.0% | -11.9% | +7.9% | -3.6% |
| 3M | +5.6% | -35.1% | +40.7% | +6.6% |
| 6M | +13.1% | +8.1% | +4.9% | +8.8% |
| YTD | +13.6% | +67.8% | -54.2% | +7.6% |
| 1Y | +16.0% | +267.3% | -251.3% | +8.3% |
| All | +16.0% | +263.7% | -247.7% | +8.3% |
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