+263.3%
VICR vs JAAA
+4.9%
+258.4%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JAAA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +0.1% | +5.4% | +4.8% |
| 7D | +0.4% | +0.2% | +0.3% | -1.1% |
| 30D | -13.9% | +0.5% | -14.5% | -18.0% |
| 3M | -38.4% | +1.3% | -39.7% | -46.3% |
| 6M | -7.2% | +2.7% | -9.9% | -33.6% |
| YTD | +72.0% | +3.2% | +68.9% | +22.9% |
| 1Y | +263.3% | +4.9% | +258.4% | +147.7% |
| All | +263.3% | +4.9% | +258.4% | +147.7% |
Cumulative growth
Daily Returns
Daily percentage return beside JAAA.
Daily Out/Under-Performance
Portfolio return minus JAAA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JAAA 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 JAAA 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