+80.0%
VICR vs BTG
+24.4%
+55.6%
-58.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.1% | +8.7% | -19.9% | -14.4% |
| 7D | -26.6% | -0.2% | -26.4% | -26.8% |
| 30D | -47.9% | -0.8% | -47.2% | -47.8% |
| 3M | -29.8% | +31.8% | -61.6% | -37.7% |
| 6M | -36.6% | +20.4% | -57.1% | -41.6% |
| YTD | +45.1% | +14.7% | +30.4% | +31.3% |
| 1Y | +80.0% | +29.4% | +50.7% | +51.4% |
| All | +80.0% | +24.4% | +55.6% | +51.4% |
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