+150.2%
VSAT vs VICR
+272.1%
-121.9%
-30.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +5.5% | -0.5% | +3.1% |
| 7D | +11.8% | +0.4% | +11.4% | +11.6% |
| 30D | -7.0% | -13.9% | +6.9% | -2.9% |
| 3M | +3.3% | -38.4% | +41.7% | +19.2% |
| 6M | +57.4% | -7.2% | +64.6% | +54.2% |
| YTD | +118.6% | +72.0% | +46.5% | +82.3% |
| 1Y | +150.2% | +263.3% | -113.1% | +66.8% |
| All | +150.2% | +272.1% | -121.9% | +66.8% |
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