-0.3%
SPOT vs VICR
+76.0%
-76.3%
-36.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -11.1% | +15.7% | +3.6% |
| 7D | +16.6% | -26.6% | +43.2% | +13.8% |
| 30D | +29.9% | -47.9% | +77.9% | +25.0% |
| 3M | +31.3% | -29.8% | +61.0% | +29.1% |
| 6M | +43.2% | -36.6% | +79.8% | +38.5% |
| YTD | +8.1% | +45.1% | -37.1% | -2.6% |
| 1Y | -0.3% | +80.0% | -80.3% | -11.7% |
| All | -0.3% | +76.0% | -76.3% | -11.7% |
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