-65.6%
XE vs VICR
-40.5%
-25.0%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.5% | -11.1% | +2.7% | -4.7% |
| 7D | -12.9% | -26.6% | +13.7% | -3.5% |
| 30D | -30.3% | -47.9% | +17.7% | -14.5% |
| 3M | -45.9% | -29.8% | -16.1% | -41.1% |
| 6M | -66.2% | -36.6% | -29.6% | -64.4% |
| All | -65.6% | -40.5% | -25.0% | -62.4% |
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 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