+50.3%
XLE vs VICR
+253.2%
-202.9%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.2% | +2.6% | -0.6% |
| 7D | +0.5% | -0.4% | +0.9% | +0.5% |
| 30D | +6.6% | -15.6% | +22.1% | +6.3% |
| 3M | +12.3% | -35.4% | +47.6% | +11.5% |
| 6M | +18.4% | +1.3% | +17.1% | +17.4% |
| YTD | +47.2% | +62.5% | -15.2% | +41.7% |
| 1Y | +50.3% | +255.5% | -205.2% | +41.5% |
| All | +50.3% | +253.2% | -202.9% | +41.5% |
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