-22.4%
SIRI vs VICR
+209.3%
-231.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +11.2% | -10.2% | -0.3% |
| 7D | +0.6% | +5.0% | -4.4% | 0.0% |
| 30D | +2.5% | -12.5% | +15.0% | +3.7% |
| 3M | +6.6% | -33.6% | +40.2% | +9.9% |
| 6M | +32.9% | +10.7% | +22.2% | +25.9% |
| YTD | +50.5% | +80.6% | -30.1% | +31.2% |
| 1Y | +28.0% | +288.4% | -260.4% | -2.7% |
| 3Y | -22.4% | +213.8% | -236.2% | -30.3% |
| All | -22.4% | +209.3% | -231.7% | -30.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling