+288.4%
VICR vs SNY
-4.5%
+292.9%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.2% | +0.1% | +11.0% | +11.2% |
| 7D | +5.0% | -3.3% | +8.3% | +4.0% |
| 30D | -12.5% | -2.2% | -10.3% | -13.0% |
| 3M | -33.6% | -3.0% | -30.6% | -33.4% |
| 6M | +10.7% | +2.7% | +7.9% | +10.4% |
| YTD | +80.6% | -6.8% | +87.4% | +83.3% |
| 1Y | +288.4% | -5.3% | +293.6% | +295.9% |
| All | +288.4% | -4.5% | +292.9% | +295.9% |
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