+79.4%
TRGP vs VICR
+293.8%
-214.3%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +11.2% | -11.7% | -0.6% |
| 7D | +0.1% | +5.0% | -4.9% | +0.1% |
| 30D | +8.0% | -12.5% | +20.5% | +8.0% |
| 3M | +8.3% | -33.6% | +41.9% | +8.3% |
| 6M | +23.9% | +10.7% | +13.2% | +21.6% |
| YTD | +59.6% | +80.6% | -20.9% | +51.9% |
| 1Y | +79.4% | +288.4% | -208.9% | +63.0% |
| All | +79.4% | +293.8% | -214.3% | +63.0% |
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