+81.6%
VICR vs BAM
+2.1%
+79.4%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -1.7% | +5.7% | +4.5% |
| 7D | +5.7% | -2.9% | +8.5% | +6.6% |
| 30D | -35.2% | +14.7% | -49.9% | -38.1% |
| 3M | -20.3% | -4.1% | -16.2% | -17.6% |
| 6M | -46.3% | +9.6% | -55.9% | -48.4% |
| YTD | +53.4% | +3.4% | +50.0% | +47.3% |
| 1Y | +81.6% | +1.0% | +80.5% | +76.7% |
| All | +81.6% | +2.1% | +79.4% | +76.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BAM.
Daily Out/Under-Performance
Portfolio return minus BAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAM 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 BAM 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