+43.4%
SMH vs VICR
+76.0%
-32.6%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -11.1% | +8.4% | +0.4% |
| 7D | -11.2% | -26.6% | +15.4% | -3.2% |
| 30D | -20.4% | -47.9% | +27.5% | -5.4% |
| 3M | -12.4% | -29.8% | +17.4% | -5.9% |
| 6M | -0.5% | -36.6% | +36.1% | +7.7% |
| YTD | +40.0% | +45.1% | -5.1% | +14.0% |
| 1Y | +43.4% | +80.0% | -36.6% | +5.1% |
| All | +43.4% | +76.0% | -32.6% | +5.1% |
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