+263.3%
VICR vs SNY
+2.0%
+261.3%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.2% | +5.7% | +5.4% |
| 7D | +0.4% | -1.3% | +1.7% | +0.1% |
| 30D | -13.9% | +3.4% | -17.3% | -13.1% |
| 3M | -38.4% | -0.3% | -38.1% | -37.6% |
| 6M | -7.2% | +1.0% | -8.2% | -5.8% |
| YTD | +72.0% | -3.6% | +75.7% | +75.9% |
| 1Y | +263.3% | +3.0% | +260.3% | +269.8% |
| All | +263.3% | +2.0% | +261.3% | +269.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SNY.
Daily Out/Under-Performance
Portfolio return minus SNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNY 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 SNY 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