+263.3%
VICR vs BTG
+38.4%
+224.9%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -1.4% | +6.9% | +5.9% |
| 7D | +0.4% | -0.9% | +1.3% | +0.6% |
| 30D | -13.9% | +36.8% | -50.8% | -23.2% |
| 3M | -38.4% | +23.1% | -61.5% | -42.8% |
| 6M | -7.2% | +3.5% | -10.7% | -9.5% |
| YTD | +72.0% | +25.5% | +46.5% | +57.8% |
| 1Y | +263.3% | +40.1% | +223.2% | +221.2% |
| All | +263.3% | +38.4% | +224.9% | +221.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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