+78.9%
UBER vs VICR
+57.6%
+21.2%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +11.2% | -12.4% | -2.9% |
| 7D | -5.4% | +5.0% | -10.4% | -6.2% |
| 30D | -4.9% | -12.5% | +7.6% | -3.6% |
| 3M | +3.0% | -33.6% | +36.6% | +7.1% |
| 6M | -4.4% | +10.7% | -15.1% | -12.3% |
| YTD | -12.3% | +80.6% | -92.9% | -27.9% |
| 1Y | -24.3% | +288.4% | -312.7% | -47.8% |
| 3Y | +46.4% | +213.8% | -167.3% | -2.6% |
| All | +78.9% | +57.6% | +21.2% | +24.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling