+75.9%
UBER vs VICR
+448.4%
-372.5%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +2.5% | -6.0% | -4.0% |
| 7D | -2.8% | +9.8% | -12.7% | -4.7% |
| 30D | -2.5% | -12.6% | +10.1% | -0.8% |
| 3M | +4.4% | -29.7% | +34.1% | +8.3% |
| 6M | -2.7% | +18.8% | -21.5% | -14.2% |
| YTD | -10.5% | +76.4% | -86.9% | -29.6% |
| 1Y | -22.5% | +282.4% | -304.9% | -51.1% |
| 3Y | +54.8% | +206.2% | -151.4% | -6.7% |
| 5Y | +82.5% | +53.9% | +28.6% | +21.7% |
| All | +75.9% | +448.4% | -372.5% | -39.2% |
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 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