+57.0%
VG vs VICR
+68.9%
-11.9%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +4.0% | +1.5% | +5.9% |
| 7D | +5.5% | +5.7% | -0.2% | +6.1% |
| 30D | -3.6% | -35.2% | +31.6% | -8.5% |
| 3M | -4.0% | -20.3% | +16.3% | -4.7% |
| 6M | +9.4% | -46.3% | +55.7% | +4.7% |
| YTD | +86.6% | +53.4% | +33.3% | +99.0% |
| All | +57.0% | +68.9% | -11.9% | +57.9% |
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