+25.6%
SW vs VICR
+70.3%
-44.7%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.4% | +2.5% | -0.7% |
| 7D | -2.9% | +8.3% | -11.2% | -3.4% |
| 30D | +5.0% | -35.2% | +40.2% | +7.3% |
| 3M | -13.7% | -29.8% | +16.2% | -12.9% |
| 6M | +8.0% | -48.6% | +56.6% | +10.3% |
| YTD | +14.0% | +45.1% | -31.2% | +5.0% |
| 1Y | +25.6% | +79.6% | -53.9% | +8.6% |
| All | +25.6% | +70.3% | -44.7% | +8.6% |
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