+263.3%
VICR vs COO
+4.1%
+259.2%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -1.5% | +7.0% | +5.3% |
| 7D | +0.4% | -2.2% | +2.6% | +0.1% |
| 30D | -13.9% | -7.0% | -6.9% | -14.8% |
| 3M | -38.4% | +12.2% | -50.6% | -40.2% |
| 6M | -7.2% | -15.1% | +7.9% | +6.7% |
| YTD | +72.0% | -15.1% | +87.1% | +98.4% |
| 1Y | +263.3% | +2.3% | +261.0% | +291.2% |
| All | +263.3% | +4.1% | +259.2% | +291.2% |
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