+34.5%
S vs VICR
+70.3%
-35.8%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.4% | +3.0% | -0.2% |
| 7D | +2.0% | +8.3% | -6.3% | +1.6% |
| 30D | -2.7% | -35.2% | +32.5% | -2.4% |
| 3M | -6.9% | -29.8% | +22.9% | -6.2% |
| 6M | +38.1% | -48.6% | +86.6% | +39.0% |
| YTD | +48.0% | +45.1% | +2.9% | +43.0% |
| 1Y | +34.5% | +79.6% | -45.1% | +29.9% |
| All | +34.5% | +70.3% | -35.8% | +29.9% |
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