+215.5%
VSAT vs VICR
+178.2%
+37.3%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -3.2% | +5.7% | +3.7% |
| 7D | +3.4% | -0.4% | +3.8% | +3.6% |
| 30D | -12.2% | -15.6% | +3.3% | -7.2% |
| 3M | +20.6% | -35.4% | +56.0% | +38.3% |
| 6M | +60.2% | +1.3% | +58.9% | +50.7% |
| YTD | +115.3% | +62.5% | +52.8% | +69.5% |
| 1Y | +154.6% | +255.5% | -100.9% | +47.4% |
| All | +215.5% | +178.2% | +37.3% | +66.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling