+79.6%
VICR vs URA
-29.3%
+108.9%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.6% | -1.8% | -1.8% |
| 7D | +8.3% | -1.5% | +9.8% | +10.2% |
| 30D | -35.2% | -10.4% | -24.8% | -26.1% |
| 3M | -29.8% | -29.6% | -0.2% | -0.7% |
| 6M | -48.6% | -40.3% | -8.3% | -15.2% |
| YTD | +45.1% | -25.5% | +70.6% | +109.1% |
| 1Y | +79.6% | -26.4% | +106.0% | +159.1% |
| All | +79.6% | -29.3% | +108.9% | +159.1% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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