+29.7%
RTX vs VICR
+253.2%
-223.5%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -3.2% | +3.5% | +0.4% |
| 7D | -2.0% | -0.4% | -1.6% | -2.0% |
| 30D | -11.2% | -15.6% | +4.4% | -10.7% |
| 3M | +12.0% | -35.4% | +47.4% | +12.6% |
| 6M | -3.6% | +1.3% | -4.9% | -8.3% |
| YTD | +9.2% | +62.5% | -53.3% | -2.1% |
| 1Y | +29.7% | +255.5% | -225.7% | +5.4% |
| All | +29.7% | +253.2% | -223.5% | +5.4% |
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