+213.8%
VICR vs JAAA
+19.0%
+194.8%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JAAA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.2% | +0.1% | +11.1% | +10.7% |
| 7D | +5.0% | +0.1% | +4.9% | +4.6% |
| 30D | -12.5% | +0.5% | -13.0% | -14.9% |
| 3M | -33.6% | +1.3% | -34.9% | -38.1% |
| 6M | +10.7% | +2.8% | +7.9% | -5.1% |
| YTD | +80.6% | +3.3% | +77.3% | +51.7% |
| 1Y | +288.4% | +4.9% | +283.4% | +202.4% |
| 3Y | +213.8% | +19.0% | +194.8% | +212.4% |
| All | +213.8% | +19.0% | +194.8% | +212.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling