-5.3%
SYK vs VICR
+52.1%
-57.4%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -15.1% | +13.7% | -2.3% |
| 7D | +7.5% | -34.6% | +42.1% | +4.9% |
| 30D | +20.4% | -54.9% | +75.3% | +15.7% |
| 3M | -0.3% | -38.3% | +38.1% | -2.3% |
| 6M | +14.2% | -49.2% | +63.4% | +9.9% |
| YTD | -3.8% | +23.3% | -27.1% | -10.3% |
| 1Y | -5.3% | +42.4% | -47.7% | -11.8% |
| All | -5.3% | +52.1% | -57.4% | -11.8% |
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