-57.8%
UUUU vs VICR
+76.0%
-133.8%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -11.1% | +10.3% | +3.1% |
| 7D | -14.4% | -26.6% | +12.2% | -4.9% |
| 30D | -33.6% | -47.9% | +14.3% | -17.6% |
| 3M | -44.2% | -29.8% | -14.4% | -39.8% |
| 6M | -66.8% | -36.6% | -30.2% | -65.2% |
| YTD | -50.6% | +45.1% | -95.8% | -70.0% |
| 1Y | -57.8% | +80.0% | -137.8% | -77.7% |
| All | -57.8% | +76.0% | -133.8% | -77.7% |
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