+255.5%
VICR vs PEGA
-37.1%
+292.6%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PEGA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +2.0% | -5.1% | -3.2% |
| 7D | -0.4% | -5.3% | +4.9% | -0.3% |
| 30D | -15.6% | +8.3% | -23.9% | -15.7% |
| 3M | -35.4% | +8.9% | -44.3% | -34.9% |
| 6M | +1.3% | -19.7% | +21.0% | +12.0% |
| YTD | +62.5% | -39.9% | +102.4% | +131.1% |
| 1Y | +255.5% | -36.4% | +291.8% | +362.2% |
| All | +255.5% | -37.1% | +292.6% | +362.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PEGA.
Daily Out/Under-Performance
Portfolio return minus PEGA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PEGA 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 PEGA 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