+347.3%
AHR vs VICR
+363.6%
-16.3%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.2% | +3.7% | +0.6% |
| 7D | -3.0% | -0.4% | -2.7% | -3.0% |
| 30D | +2.6% | -15.6% | +18.2% | +2.8% |
| 3M | +16.0% | -35.4% | +51.4% | +16.3% |
| 6M | +3.1% | +1.3% | +1.8% | +0.7% |
| YTD | +16.0% | +62.5% | -46.4% | +11.4% |
| 1Y | +28.0% | +255.5% | -227.5% | +18.6% |
| All | +347.3% | +363.6% | -16.3% | +303.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling