-45.4%
VRT vs VICR
-48.2%
+2.9%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -3.4% | -0.2% | -2.3% |
| 7D | +10.5% | +8.3% | +2.2% | +7.3% |
| 30D | -9.3% | -35.2% | +25.9% | +4.2% |
| 3M | -29.6% | -29.8% | +0.2% | -22.4% |
| 6M | -45.4% | -48.6% | +3.2% | -34.4% |
| All | -45.4% | -48.2% | +2.9% | -34.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling