-85.6%
SMR vs VICR
+76.0%
-161.6%
-86.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -11.1% | +6.7% | -0.2% |
| 7D | -9.5% | -26.6% | +17.1% | +1.6% |
| 30D | -33.2% | -47.9% | +14.7% | -15.1% |
| 3M | -45.9% | -29.8% | -16.2% | -41.8% |
| 6M | -57.9% | -36.6% | -21.3% | -55.8% |
| YTD | -63.8% | +45.1% | -108.9% | -83.1% |
| 1Y | -85.6% | +80.0% | -165.6% | -94.8% |
| All | -85.6% | +76.0% | -161.6% | -94.8% |
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