+33.4%
TGT vs VICR
+14.5%
+18.9%
-10.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -4.9% | +1.7% | -3.4% |
| 7D | -3.6% | +1.3% | -4.8% | -3.5% |
| 30D | +4.4% | -11.9% | +16.4% | +3.8% |
| 3M | +25.4% | -35.1% | +60.5% | +23.4% |
| 6M | +33.4% | +8.1% | +25.2% | +24.4% |
| All | +33.4% | +14.5% | +18.9% | +24.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling