+15.1%
TEAM vs VICR
+76.0%
-60.9%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -11.1% | +10.5% | -1.8% |
| 7D | -13.7% | -26.6% | +12.8% | -16.6% |
| 30D | -3.4% | -47.9% | +44.5% | -10.4% |
| 3M | +72.1% | -29.8% | +101.9% | +68.0% |
| 6M | +103.8% | -36.6% | +140.5% | +99.1% |
| YTD | +17.1% | +45.1% | -28.0% | +13.1% |
| 1Y | +15.1% | +80.0% | -64.9% | +7.2% |
| All | +15.1% | +76.0% | -60.9% | +7.2% |
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