+802.8%
TEAM vs VICR
+1,983.4%
-1,180.7%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +5.5% | -8.1% | -3.6% |
| 7D | -0.4% | +0.4% | -0.9% | -0.6% |
| 30D | +67.3% | -13.9% | +81.2% | +70.7% |
| 3M | +86.8% | -38.4% | +125.2% | +97.0% |
| 6M | +146.8% | -7.2% | +154.0% | +126.9% |
| YTD | +16.9% | +72.0% | -55.1% | -8.7% |
| 1Y | +12.8% | +263.3% | -250.5% | -28.2% |
| 3Y | -7.3% | +173.3% | -180.5% | -41.5% |
| 5Y | -50.7% | +47.3% | -98.0% | -67.4% |
| 10Y | +529.8% | +1,495.2% | -965.3% | +127.9% |
| All | +802.8% | +1,983.4% | -1,180.7% | +222.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling