+80.0%
VICR vs VSXY
+210.1%
-130.1%
-58.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.1% | +8.4% | -19.5% | -13.2% |
| 7D | -26.6% | +14.2% | -40.8% | -29.3% |
| 30D | -47.9% | +21.9% | -69.8% | -50.8% |
| 3M | -29.8% | +22.1% | -51.9% | -34.3% |
| 6M | -36.6% | +116.7% | -153.3% | -52.0% |
| YTD | +45.1% | +101.1% | -56.0% | +14.7% |
| 1Y | +80.0% | +208.0% | -128.0% | +23.7% |
| All | +80.0% | +210.1% | -130.1% | +23.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VSXY.
Daily Out/Under-Performance
Portfolio return minus VSXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSXY 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 VSXY 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