+80.0%
VICR vs COO
-7.7%
+87.7%
-58.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.1% | +5.9% | -17.0% | -9.7% |
| 7D | -26.6% | +8.4% | -35.0% | -25.0% |
| 30D | -47.9% | +13.5% | -61.4% | -46.4% |
| 3M | -29.8% | -13.8% | -16.0% | -30.7% |
| 6M | -36.6% | +4.7% | -41.3% | -38.4% |
| YTD | +45.1% | -21.4% | +66.5% | +77.6% |
| 1Y | +80.0% | -6.7% | +86.8% | +109.9% |
| All | +80.0% | -7.7% | +87.7% | +109.9% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO 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 COO 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