+21.2%
VT vs VICR
+271.8%
-250.6%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.5% | -3.0% | -0.7% |
| 7D | +1.0% | +9.8% | -8.8% | +0.3% |
| 30D | -0.2% | -12.6% | +12.4% | +0.6% |
| 3M | +4.5% | -29.7% | +34.2% | +6.4% |
| 6M | +14.1% | +18.8% | -4.8% | +10.0% |
| YTD | +14.8% | +76.4% | -61.6% | +8.4% |
| 1Y | +21.2% | +282.4% | -261.2% | +9.7% |
| All | +21.2% | +271.8% | -250.6% | +9.7% |
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