+42.9%
VICR vs BBAI
-71.4%
+114.3%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.4% | -2.8% | -3.1% |
| 7D | -0.4% | -5.4% | +5.0% | -0.1% |
| 30D | -15.6% | -15.3% | -0.3% | -14.8% |
| 3M | -35.4% | -29.9% | -5.5% | -34.0% |
| 6M | +1.3% | -30.7% | +32.0% | +3.4% |
| YTD | +62.5% | -47.8% | +110.2% | +67.8% |
| 1Y | +255.5% | -40.4% | +295.8% | +262.5% |
| 3Y | +182.0% | +66.9% | +115.1% | +166.6% |
| 5Y | +42.9% | -71.4% | +114.3% | +36.2% |
| All | +42.9% | -71.4% | +114.3% | +36.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BBAI.
Daily Out/Under-Performance
Portfolio return minus BBAI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBAI 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 5y: compounded portfolio wealth divided by compounded BBAI 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…
5y analysis · Full analysis span regression · 6 months rolling