+286.2%
VICR vs ADVB
+2.5%
+283.7%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ADVB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -3.8% | +6.3% | +2.4% |
| 7D | +9.8% | -14.0% | +23.8% | +9.5% |
| 30D | -12.6% | +41.0% | -53.6% | -11.8% |
| 3M | -29.7% | +127.9% | -157.6% | -24.5% |
| 6M | +18.8% | +101.3% | -82.5% | +25.8% |
| YTD | +76.4% | +53.8% | +22.6% | +88.9% |
| All | +286.2% | +2.5% | +283.7% | +299.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ADVB.
Daily Out/Under-Performance
Portfolio return minus ADVB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADVB 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 ADVB 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