+79.6%
VICR vs ADVB
-72.7%
+152.2%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ADVB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -23.6% | +20.1% | -3.1% |
| 7D | +8.3% | +27.8% | -19.5% | +7.9% |
| 30D | -35.2% | -50.8% | +15.6% | -35.6% |
| 3M | -29.8% | -70.5% | +40.7% | -30.8% |
| 6M | -48.6% | -46.7% | -1.8% | -46.8% |
| YTD | +45.1% | -56.7% | +101.8% | +53.9% |
| 1Y | +79.6% | -71.8% | +151.3% | +97.4% |
| All | +79.6% | -72.7% | +152.2% | +97.4% |
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