+13.8%
VRT vs VICR
+76.0%
-62.2%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | -11.1% | -1.8% | -8.8% |
| 7D | -15.4% | -26.6% | +11.2% | -5.2% |
| 30D | -19.0% | -47.9% | +29.0% | +1.5% |
| 3M | -23.8% | -29.8% | +5.9% | -15.9% |
| 6M | -37.9% | -36.6% | -1.2% | -31.4% |
| YTD | +27.0% | +45.1% | -18.2% | -9.6% |
| 1Y | +13.8% | +80.0% | -66.2% | -31.2% |
| All | +13.8% | +76.0% | -62.2% | -31.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VICR.
Daily Out/Under-Performance
Portfolio return minus VICR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VICR 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 VICR 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