+263.3%
VICR vs VSXY
+224.6%
+38.7%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +2.6% | +2.9% | +4.9% |
| 7D | +0.4% | -14.0% | +14.4% | +3.8% |
| 30D | -13.9% | -15.9% | +2.0% | -11.0% |
| 3M | -38.4% | +3.4% | -41.8% | -40.2% |
| 6M | -7.2% | +25.9% | -33.1% | -16.9% |
| YTD | +72.0% | +39.5% | +32.5% | +50.2% |
| 1Y | +263.3% | +194.4% | +68.9% | +163.4% |
| All | +263.3% | +224.6% | +38.7% | +163.4% |
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