+27.4%
WMT vs VICR
+76.0%
-48.6%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -11.1% | +14.6% | +3.0% |
| 7D | +8.8% | -26.6% | +35.3% | +7.8% |
| 30D | +22.9% | -47.9% | +70.9% | +21.2% |
| 3M | +16.1% | -29.8% | +45.8% | +15.1% |
| 6M | -0.5% | -36.6% | +36.2% | -1.9% |
| YTD | +16.7% | +45.1% | -28.5% | +15.6% |
| 1Y | +27.4% | +80.0% | -52.7% | +28.8% |
| All | +27.4% | +76.0% | -48.6% | +28.8% |
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